BGRFX
Price
$82.30
Change
-$0.38 (-0.46%)
Updated
Sep 8 closing price
Net Assets
5.54B
PMAQX
Price
$48.27
Change
+$0.29 (+0.60%)
Updated
Sep 8 closing price
Net Assets
33.05B
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BGRFX vs PMAQX

Header iconBGRFX vs PMAQX Comparison
Open Charts BGRFX vs PMAQXBanner chart's image
Baron Growth Retail
Price$82.30
Change-$0.38 (-0.46%)
VolumeN/A
Net Assets5.54B
Principal MidCap R6
Price$48.27
Change+$0.29 (+0.60%)
VolumeN/A
Net Assets33.05B
BGRFX vs PMAQX Comparison Chart in %
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BGRFX vs. PMAQX 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 PMAQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 33B vs. BGRFX (5.54B). PMAQX pays higher dividends than BGRFX: PMAQX (0.18) vs BGRFX (0.00). BGRFX was incepted earlier than PMAQX: BGRFX (31 years) vs PMAQX (9 years). BGRFX (1.34) is less costly to investors than PMAQX (0.59). PMAQX is a more actively managed with annual turnover of: 10.50 vs. BGRFX (0.00). PMAQX has a lower initial minimum investment than BGRFX: PMAQX (0) vs BGRFX (2000). PMAQX annual gain was more profitable for investors over the last year : 9.52 vs. BGRFX (-16.73). PMAQX return over 5 years is better than : 49.78 vs. BGRFX (-8.94).
BGRFXPMAQXBGRFX / PMAQX
Total Expense Ratio1.340.59227%
Annual Report Gross Expense Ratio1.340.59227%
Fund Existence31 years9 years-
Gain YTD-8.1687.192-114%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.54B33B17%
Annual Yield % from dividends0.000.18-
Returns for 1 year-16.739.52-176%
Returns for 3 years-8.7147.43-18%
Returns for 5 years-8.9449.78-18%
Returns for 10 years16.18N/A-
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