BGRFX
Price
$63.92
Change
+$0.69 (+1.09%)
Updated
Jan 14 closing price
Net Assets
3.74B
PMBJX
Price
$39.91
Change
-$0.07 (-0.18%)
Updated
Jan 14 closing price
Net Assets
31.35B
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BGRFX vs PMBJX

Header iconBGRFX vs PMBJX Comparison
Open Charts BGRFX vs PMBJXBanner chart's image
Baron Growth Retail
Price$63.92
Change+$0.69 (+1.09%)
VolumeN/A
Net Assets3.74B
Principal MidCap J
Price$39.91
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets31.35B
BGRFX vs PMBJX Comparison Chart in %
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BGRFX vs. PMBJX commentary
Jan 15, 2026

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 PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.3B vs. BGRFX (3.74B). BGRFX pays higher dividends than PMBJX: BGRFX (0.52) vs PMBJX (0.00). BGRFX was incepted earlier than PMBJX: BGRFX (31 years) vs PMBJX (25 years). BGRFX (1.34) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. BGRFX (1.00). PMBJX has a lower initial minimum investment than BGRFX: PMBJX (1000) vs BGRFX (2000). PMBJX annual gain was more profitable for investors over the last year : -0.30 vs. BGRFX (-27.13). PMBJX return over 5 years is better than : 19.59 vs. BGRFX (-38.75).
BGRFXPMBJXBGRFX / PMBJX
Total Expense Ratio1.340.78172%
Annual Report Gross Expense Ratio1.340.78172%
Fund Existence31 years25 years-
Gain YTD0.7882.64430%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets3.74B31.3B12%
Annual Yield % from dividends0.520.00-
Returns for 1 year-27.13-0.309,067%
Returns for 3 years-29.5531.03-95%
Returns for 5 years-38.7519.59-198%
Returns for 10 years12.49126.3110%
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