BGRFX
Price
$76.36
Change
+$0.62 (+0.82%)
Updated
Oct 17 closing price
Net Assets
4.7B
PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
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BGRFX vs PMBJX

Header iconBGRFX vs PMBJX Comparison
Open Charts BGRFX vs PMBJXBanner chart's image
Baron Growth Retail
Price$76.36
Change+$0.62 (+0.82%)
VolumeN/A
Net Assets4.7B
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.93B
BGRFX vs PMBJX Comparison Chart in %
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BGRFX vs. PMBJX commentary
Oct 19, 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 PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.9B vs. BGRFX (4.7B). PMBJX pays higher dividends than BGRFX: PMBJX (0.06) vs BGRFX (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 (0.00). 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 : -3.03 vs. BGRFX (-27.01). PMBJX return over 5 years is better than : 34.98 vs. BGRFX (-19.81).
BGRFXPMBJXBGRFX / PMBJX
Total Expense Ratio1.340.78172%
Annual Report Gross Expense Ratio1.340.78172%
Fund Existence31 years25 years-
Gain YTD-14.8012.303-643%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets4.7B31.9B15%
Annual Yield % from dividends0.000.06-
Returns for 1 year-27.01-3.03892%
Returns for 3 years-9.2248.67-19%
Returns for 5 years-19.8134.98-57%
Returns for 10 years7.2398.617%
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