BGRFX
Price
$85.32
Change
+$0.48 (+0.57%)
Updated
Jul 25 closing price
Net Assets
5.85B
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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BGRFX vs PMBMX

Header iconBGRFX vs PMBMX Comparison
Open Charts BGRFX vs PMBMXBanner chart's image
Baron Growth Retail
Price$85.32
Change+$0.48 (+0.57%)
VolumeN/A
Net Assets5.85B
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
BGRFX vs PMBMX Comparison Chart in %
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BGRFX vs. PMBMX commentary
Jul 28, 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. BGRFX (5.85B). PMBMX pays higher dividends than BGRFX: PMBMX (0.02) vs BGRFX (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 (0.00). 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 : 13.04 vs. BGRFX (-10.56). PMBMX return over 5 years is better than : 52.44 vs. BGRFX (0.15).
BGRFXPMBMXBGRFX / PMBMX
Total Expense Ratio1.341.14118%
Annual Report Gross Expense Ratio1.341.14118%
Fund Existence31 years25 years-
Gain YTD-4.7988.421-57%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.85B33.2B18%
Annual Yield % from dividends0.000.02-
Returns for 1 year-10.5613.04-81%
Returns for 3 years-0.7947.27-2%
Returns for 5 years0.1552.440%
Returns for 10 years14.6297.4215%
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