BGRFX
Price
$75.44
Change
+$0.42 (+0.56%)
Updated
Dec 3 closing price
Net Assets
4.32B
PCBIX
Price
$45.23
Change
-$0.19 (-0.42%)
Updated
Dec 2 closing price
Net Assets
31.51B
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BGRFX vs PCBIX

Header iconBGRFX vs PCBIX Comparison
Open Charts BGRFX vs PCBIXBanner chart's image
Baron Growth Retail
Price$75.44
Change+$0.42 (+0.56%)
VolumeN/A
Net Assets4.32B
Principal MidCap Institutional
Price$45.23
Change-$0.19 (-0.42%)
VolumeN/A
Net Assets31.51B
BGRFX vs PCBIX Comparison Chart in %
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BGRFX vs. PCBIX commentary
Dec 04, 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 BGRFX is a Buy and PCBIX is a Hold.

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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.5B vs. BGRFX (4.32B). PCBIX pays higher dividends than BGRFX: PCBIX (0.12) vs BGRFX (0.00). BGRFX was incepted earlier than PCBIX: BGRFX (31 years) vs PCBIX (25 years). BGRFX (1.34) is less costly to investors than PCBIX (0.67). PCBIX is a more actively managed with annual turnover of: 10.50 vs. BGRFX (0.00). PCBIX has a lower initial minimum investment than BGRFX: PCBIX (0) vs BGRFX (2000). PCBIX annual gain was more profitable for investors over the last year : -7.72 vs. BGRFX (-28.72). PCBIX return over 5 years is better than : 28.55 vs. BGRFX (-23.82).
BGRFXPCBIXBGRFX / PCBIX
Total Expense Ratio1.340.67200%
Annual Report Gross Expense Ratio1.340.67200%
Fund Existence31 years25 years-
Gain YTD-15.9151.907-835%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.32B31.5B14%
Annual Yield % from dividends0.000.12-
Returns for 1 year-28.72-7.72372%
Returns for 3 years-21.9133.03-66%
Returns for 5 years-23.8228.55-83%
Returns for 10 years15.99101.4416%
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