BGRFX
Price
$87.45
Change
+$0.58 (+0.67%)
Updated
Jul 3 closing price
Net Assets
5.93B
PMBCX
Price
$37.40
Change
+$0.38 (+1.03%)
Updated
Jul 3 closing price
Net Assets
32.28B
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BGRFX vs PMBCX

Header iconBGRFX vs PMBCX Comparison
Open Charts BGRFX vs PMBCXBanner chart's image
Baron Growth Retail
Price$87.45
Change+$0.58 (+0.67%)
VolumeN/A
Net Assets5.93B
Principal MidCap C
Price$37.40
Change+$0.38 (+1.03%)
VolumeN/A
Net Assets32.28B
BGRFX vs PMBCX Comparison Chart in %
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BGRFX vs. PMBCX 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 BGRFX is a StrongBuy and PMBCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. BGRFX (5.93B). BGRFX (0.00) and PMBCX (0.00) have matching dividends . BGRFX was incepted earlier than PMBCX: BGRFX (31 years) vs PMBCX (18 years). PMBCX (1.75) is less costly to investors than BGRFX (1.34). PMBCX is a more actively managed with annual turnover of: 10.50 vs. BGRFX (2.11). PMBCX has a lower initial minimum investment than BGRFX: PMBCX (1000) vs BGRFX (2000). PMBCX annual gain was more profitable for investors over the last year : 13.57 vs. BGRFX (-4.96). PMBCX return over 5 years is better than : 47.59 vs. BGRFX (5.90).
BGRFXPMBCXBGRFX / PMBCX
Total Expense Ratio1.341.7577%
Annual Report Gross Expense Ratio1.341.7577%
Fund Existence31 years18 years-
Gain YTD-2.4216.553-37%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets5.93B32.3B18%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.9613.57-37%
Returns for 3 years5.2245.5811%
Returns for 5 years5.9047.5912%
Returns for 10 years17.0175.6722%
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