BGRFX
Price
$58.39
Change
-$19.78 (-25.30%)
Updated
Feb 3 closing price
Net Assets
3.48B
PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
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BGRFX vs PMBPX

Header iconBGRFX vs PMBPX Comparison
Open Charts BGRFX vs PMBPXBanner chart's image
Baron Growth Retail
Price$58.39
Change-$19.78 (-25.30%)
VolumeN/A
Net Assets3.48B
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
BGRFX vs PMBPX Comparison Chart in %
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BGRFX vs. PMBPX 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. BGRFX (3.48B). BGRFX pays higher dividends than PMBPX: BGRFX (0.53) vs PMBPX (0.00). BGRFX was incepted earlier than PMBPX: BGRFX (31 years) vs PMBPX (25 years). BGRFX (1.34) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 13.70 vs. BGRFX (1.00). PMBPX has a lower initial minimum investment than BGRFX: PMBPX (0) vs BGRFX (2000). PMBPX annual gain was more profitable for investors over the last year : -11.17 vs. BGRFX (-35.69). PMBPX return over 5 years is better than : 12.76 vs. BGRFX (-46.31).
BGRFXPMBPXBGRFX / PMBPX
Total Expense Ratio1.340.83161%
Annual Report Gross Expense Ratio1.340.83161%
Fund Existence31 years25 years-
Gain YTD-7.931-2.931271%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.48B30.3B11%
Annual Yield % from dividends0.530.00-
Returns for 1 year-35.69-11.17320%
Returns for 3 years-37.5521.00-179%
Returns for 5 years-46.3112.76-363%
Returns for 10 years4.36119.394%
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