BFGUX
Price
$51.99
Change
+$0.32 (+0.62%)
Updated
Jul 3 closing price
Net Assets
2.44B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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BFGUX vs PMBJX

Header iconBFGUX vs PMBJX Comparison
Open Charts BFGUX vs PMBJXBanner chart's image
Baron Focused Growth R6
Price$51.99
Change+$0.32 (+0.62%)
VolumeN/A
Net Assets2.44B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
BFGUX vs PMBJX Comparison Chart in %
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BFGUX vs. PMBJX commentary
Jul 07, 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 Buy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. BFGUX (2.44B). PMBJX pays higher dividends than BFGUX: PMBJX (0.06) vs BFGUX (0.00). BFGUX was incepted earlier than PMBJX: BFGUX (9 years) vs PMBJX (24 years). BFGUX (1.05) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. BFGUX (6.00). PMBJX has a lower initial minimum investment than BFGUX: PMBJX (1000) vs BFGUX (5000000). BFGUX annual gain was more profitable for investors over the last year : 32.09 vs. PMBJX (15.26). BFGUX return over 5 years is better than : 105.25 vs. PMBJX (58.39).
BFGUXPMBJXBFGUX / PMBJX
Total Expense Ratio1.050.78135%
Annual Report Gross Expense Ratio1.050.78135%
Fund Existence9 years24 years-
Gain YTD5.0307.05771%
Front LoadN/AN/A-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.44B32.3B8%
Annual Yield % from dividends0.000.06-
Returns for 1 year32.0915.26210%
Returns for 3 years51.0951.7999%
Returns for 5 years105.2558.39180%
Returns for 10 yearsN/A100.46-
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