BGRFX
Price
$82.30
Change
-$0.38 (-0.46%)
Updated
Sep 8 closing price
Net Assets
5.54B
PMBMX
Price
$44.01
Change
+$0.39 (+0.89%)
Updated
Sep 8 closing price
Net Assets
33.05B
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BGRFX vs PMBMX

Header iconBGRFX vs PMBMX Comparison
Open Charts BGRFX vs PMBMXBanner chart's image
Baron Growth Retail
Price$82.30
Change-$0.38 (-0.46%)
VolumeN/A
Net Assets5.54B
Principal MidCap R3
Price$44.01
Change+$0.39 (+0.89%)
VolumeN/A
Net Assets33.05B
BGRFX vs PMBMX Comparison Chart in %
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BGRFX vs. PMBMX commentary
Sep 09, 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: 33B vs. BGRFX (5.54B). 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 : 8.59 vs. BGRFX (-16.73). PMBMX return over 5 years is better than : 43.76 vs. BGRFX (-8.94).
BGRFXPMBMXBGRFX / PMBMX
Total Expense Ratio1.341.14118%
Annual Report Gross Expense Ratio1.341.14118%
Fund Existence31 years25 years-
Gain YTD-8.1686.781-120%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.54B33B17%
Annual Yield % from dividends0.000.02-
Returns for 1 year-16.738.59-195%
Returns for 3 years-8.7143.95-20%
Returns for 5 years-8.9443.76-20%
Returns for 10 years16.18101.6216%
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