Interact to see
Advertisement
Advertisement
BFGUX vs PCBIX
BFGUX vs PCBIX Comparison
Open Charts BFGUX vs PCBIX
Baron Focused Growth R6
Price$53.29
Change+$0.11 (+0.21%)
VolumeN/A
Net Assets2.67B
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
BFGUX vs PCBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BFGUX vs. PCBIX commentary
Aug 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BFGUX is a Hold and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. BFGUX (2.67B). PCBIX pays higher dividends than BFGUX: PCBIX (0.12) vs BFGUX (0.00). BFGUX was incepted earlier than PCBIX: BFGUX (9 years) vs PCBIX (24 years). BFGUX (1.05) is less costly to investors than PCBIX (0.67). PCBIX is a more actively managed with annual turnover of: 10.50 vs. BFGUX (6.00). PCBIX has a lower initial minimum investment than BFGUX: PCBIX (0) vs BFGUX (5000000). BFGUX annual gain was more profitable for investors over the last year : 33.09 vs. PCBIX (9.35). BFGUX return over 5 years is better than : 72.91 vs. PCBIX (46.92).
| BFGUX | PCBIX | BFGUX / PCBIX | |
| Total Expense Ratio | 1.05 | 0.67 | 157% |
| Annual Report Gross Expense Ratio | 1.05 | 0.67 | 157% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 7.657 | 5.901 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 32.5B | 8% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 33.09 | 9.35 | 354% |
| Returns for 3 years | 31.06 | 31.62 | 98% |
| Returns for 5 years | 72.91 | 46.92 | 155% |
| Returns for 10 years | N/A | 101.31 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PTPPX | 15.67 | 0.03 | +0.19% |
| Principal International Equity R5 | |||
| NUGAX | 36.69 | 0.03 | +0.08% |
| Nuveen Global Dividend Growth A | |||
| MYSPX | 68.77 | -0.19 | -0.28% |
| NYLI S&P 500 Index Investor Class | |||
| REBYX | 25.47 | -0.17 | -0.66% |
| Russell Inv US Small Cap Equity Y | |||
| TDFCX | 8.35 | -0.06 | -0.71% |
| Transamerica Sustainable Equity Inc C | |||