BGRFX
Price
$63.92
Change
+$0.69 (+1.09%)
Updated
Jan 14 closing price
Net Assets
3.74B
PMBMX
Price
$39.79
Change
-$0.07 (-0.18%)
Updated
Jan 14 closing price
Net Assets
31.28B
Interact to see
Advertisement

BGRFX vs PMBMX

Header iconBGRFX vs PMBMX Comparison
Open Charts BGRFX vs PMBMXBanner chart's image
Baron Growth Retail
Price$63.92
Change+$0.69 (+1.09%)
VolumeN/A
Net Assets3.74B
Principal MidCap R3
Price$39.79
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets31.28B
BGRFX vs PMBMX Comparison Chart in %
View a ticker or compare two or three
VS
BGRFX vs. PMBMX 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 PMBMX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.3B vs. BGRFX (3.74B). BGRFX pays higher dividends than PMBMX: BGRFX (0.52) vs PMBMX (0.00). BGRFX was incepted earlier than PMBMX: BGRFX (31 years) vs PMBMX (25 years). BGRFX (1.34) is less costly to investors than PMBMX (1.14). PMBMX is a more actively managed with annual turnover of: 10.50 vs. BGRFX (1.00). PMBMX has a lower initial minimum investment than BGRFX: PMBMX (0) vs BGRFX (2000). PMBMX annual gain was more profitable for investors over the last year : -0.67 vs. BGRFX (-27.13). PMBMX return over 5 years is better than : 17.54 vs. BGRFX (-38.75).
BGRFXPMBMXBGRFX / PMBMX
Total Expense Ratio1.341.14118%
Annual Report Gross Expense Ratio1.341.14118%
Fund Existence31 years25 years-
Gain YTD0.7882.62630%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.74B31.3B12%
Annual Yield % from dividends0.520.00-
Returns for 1 year-27.13-0.674,033%
Returns for 3 years-29.5529.57-100%
Returns for 5 years-38.7517.54-221%
Returns for 10 years12.49119.4210%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
EMTL43.410.02
+0.05%
State Street® DoubleLine® EM Fxd IncETF
ARKA68.32N/A
N/A
ARK 21Shares Active Bitcoin Futures Strategy ETF
JULP31.04-0.03
-0.10%
PGIM S&P 500 Buffer 12 ETF - Jul
WWJD37.17-0.13
-0.35%
Inspire International ETF
ACWV119.41-0.69
-0.57%
iShares MSCI Global Min Vol Factor ETF