BGRFX
Price
$58.39
Change
-$19.78 (-25.30%)
Updated
Feb 3 closing price
Net Assets
3.48B
PMBMX
Price
$37.68
Change
-$4.68 (-11.05%)
Updated
Feb 3 closing price
Net Assets
29.47B
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BGRFX vs PMBMX

Header iconBGRFX vs PMBMX Comparison
Open Charts BGRFX vs PMBMXBanner chart's image
Baron Growth Retail
Price$58.39
Change-$19.78 (-25.30%)
VolumeN/A
Net Assets3.48B
Principal MidCap R3
Price$37.68
Change-$4.68 (-11.05%)
VolumeN/A
Net Assets29.47B
BGRFX vs PMBMX Comparison Chart in %
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BGRFX vs. PMBMX commentary
Feb 05, 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.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.5B vs. BGRFX (3.48B). BGRFX pays higher dividends than PMBMX: BGRFX (0.53) 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: 13.70 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 : -11.84 vs. BGRFX (-35.69). PMBMX return over 5 years is better than : 9.56 vs. BGRFX (-46.31).
BGRFXPMBMXBGRFX / PMBMX
Total Expense Ratio1.341.14118%
Annual Report Gross Expense Ratio1.341.14118%
Fund Existence31 years25 years-
Gain YTD-7.931-2.987266%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.48B29.5B12%
Annual Yield % from dividends0.530.00-
Returns for 1 year-35.69-11.84301%
Returns for 3 years-37.5518.93-198%
Returns for 5 years-46.319.56-484%
Returns for 10 years4.36108.344%
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