BGRFX
Price
$75.44
Change
+$0.42 (+0.56%)
Updated
Dec 3 closing price
Net Assets
4.32B
PMBMX
Price
$41.27
Change
-$0.18 (-0.43%)
Updated
Dec 2 closing price
Net Assets
31.51B
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BGRFX vs PMBMX

Header iconBGRFX vs PMBMX Comparison
Open Charts BGRFX vs PMBMXBanner chart's image
Baron Growth Retail
Price$75.44
Change+$0.42 (+0.56%)
VolumeN/A
Net Assets4.32B
Principal MidCap R3
Price$41.27
Change-$0.18 (-0.43%)
VolumeN/A
Net Assets31.51B
BGRFX vs PMBMX Comparison Chart in %
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BGRFX vs. PMBMX 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 PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.5B vs. BGRFX (4.32B). 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 : -8.38 vs. BGRFX (-28.72). PMBMX return over 5 years is better than : 23.98 vs. BGRFX (-23.82).
BGRFXPMBMXBGRFX / PMBMX
Total Expense Ratio1.341.14118%
Annual Report Gross Expense Ratio1.341.14118%
Fund Existence31 years25 years-
Gain YTD-15.9151.469-1,084%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.32B31.5B14%
Annual Yield % from dividends0.000.02-
Returns for 1 year-28.72-8.38343%
Returns for 3 years-21.9130.25-72%
Returns for 5 years-23.8223.98-99%
Returns for 10 years15.9987.4318%
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