BGRFX
Price
$81.37
Change
-$0.52 (-0.63%)
Updated
Aug 15 closing price
Net Assets
5.54B
PEMGX
Price
$45.07
Change
-$0.13 (-0.29%)
Updated
Aug 15 closing price
Net Assets
32.48B
Interact to see
Advertisement

BGRFX vs PEMGX

Header iconBGRFX vs PEMGX Comparison
Open Charts BGRFX vs PEMGXBanner chart's image
Baron Growth Retail
Price$81.37
Change-$0.52 (-0.63%)
VolumeN/A
Net Assets5.54B
Principal MidCap A
Price$45.07
Change-$0.13 (-0.29%)
VolumeN/A
Net Assets32.48B
BGRFX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BGRFX vs. PEMGX 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 BGRFX is a Hold and PEMGX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.5B 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 : 8.97 vs. BGRFX (-16.91). PEMGX return over 5 years is better than : 44.09 vs. BGRFX (-10.71).
BGRFXPEMGXBGRFX / PEMGX
Total Expense Ratio1.340.91147%
Annual Report Gross Expense Ratio1.340.91147%
Fund Existence31 years20 years-
Gain YTD-9.2065.748-160%
Front LoadN/A6%-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets5.54B32.5B17%
Annual Yield % from dividends0.000.00-
Returns for 1 year-16.918.97-189%
Returns for 3 years-13.8230.18-46%
Returns for 5 years-10.7144.09-24%
Returns for 10 years8.8493.409%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GTCAX26.870.37
+1.40%
Gabelli Global Content & Connect A
IRGUX51.96N/A
N/A
Voya Russell Mid Cap Growth Idx Port S
AULNX111.92-0.24
-0.21%
American Century Ultra® G
IBSAX14.09-0.06
-0.42%
VY® Baron Growth A
PNSAX77.48-0.56
-0.72%
Putnam Small Cap Growth A