BGRFX
Price
$82.30
Change
-$0.38 (-0.46%)
Updated
Sep 8 closing price
Net Assets
5.54B
PEMGX
Price
$46.00
Change
+$0.41 (+0.90%)
Updated
Sep 8 closing price
Net Assets
33.05B
Interact to see
Advertisement

BGRFX vs PEMGX

Header iconBGRFX vs PEMGX Comparison
Open Charts BGRFX vs PEMGXBanner chart's image
Baron Growth Retail
Price$82.30
Change-$0.38 (-0.46%)
VolumeN/A
Net Assets5.54B
Principal MidCap A
Price$46.00
Change+$0.41 (+0.90%)
VolumeN/A
Net Assets33.05B
BGRFX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BGRFX vs. PEMGX commentary
Sep 09, 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 PEMGX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. BGRFX (5.54B). BGRFX (0.00) and PEMGX (0.00) have matching dividends . BGRFX was incepted earlier than PEMGX: BGRFX (31 years) vs PEMGX (20 years). BGRFX (1.34) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. BGRFX (0.00). PEMGX has a lower initial minimum investment than BGRFX: PEMGX (1000) vs BGRFX (2000). PEMGX annual gain was more profitable for investors over the last year : 9.01 vs. BGRFX (-16.73). PEMGX return over 5 years is better than : 46.31 vs. BGRFX (-8.94).
BGRFXPEMGXBGRFX / PEMGX
Total Expense Ratio1.340.91147%
Annual Report Gross Expense Ratio1.340.91147%
Fund Existence31 years20 years-
Gain YTD-8.1686.969-117%
Front LoadN/A6%-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets5.54B33B17%
Annual Yield % from dividends0.000.00-
Returns for 1 year-16.739.01-186%
Returns for 3 years-8.7145.42-19%
Returns for 5 years-8.9446.31-19%
Returns for 10 years16.18108.1815%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
TSMY15.300.21
+1.39%
YieldMax TSM Option Inc Strat ETF
MMSC22.400.22
+0.98%
First Trust Multi-Manager Sm Cp Opps ETF
GDMA36.370.24
+0.66%
Gadsden Dynamic Multi-Asset ETF
BBIN69.380.42
+0.61%
JPMorgan BetaBuilders Intl Eq ETF
SKOR49.200.13
+0.27%
FlexShares Credit-Scored US Corp Bd ETF