BGRFX
Price
$75.44
Change
+$0.42 (+0.56%)
Updated
Dec 3 closing price
Net Assets
4.32B
PMBJX
Price
$41.37
Change
-$0.18 (-0.43%)
Updated
Dec 2 closing price
Net Assets
31.51B
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BGRFX vs PMBJX

Header iconBGRFX vs PMBJX Comparison
Open Charts BGRFX vs PMBJXBanner chart's image
Baron Growth Retail
Price$75.44
Change+$0.42 (+0.56%)
VolumeN/A
Net Assets4.32B
Principal MidCap J
Price$41.37
Change-$0.18 (-0.43%)
VolumeN/A
Net Assets31.51B
BGRFX vs PMBJX Comparison Chart in %
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BGRFX vs. PMBJX commentary
Dec 04, 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 PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.5B vs. BGRFX (4.32B). 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 : -8.04 vs. BGRFX (-28.72). PMBJX return over 5 years is better than : 26.06 vs. BGRFX (-23.82).
BGRFXPMBJXBGRFX / PMBJX
Total Expense Ratio1.340.78172%
Annual Report Gross Expense Ratio1.340.78172%
Fund Existence31 years25 years-
Gain YTD-15.9151.813-878%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets4.32B31.5B14%
Annual Yield % from dividends0.000.06-
Returns for 1 year-28.72-8.04357%
Returns for 3 years-21.9131.65-69%
Returns for 5 years-23.8226.06-91%
Returns for 10 years15.9993.0117%
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