BGRFX
Price
$63.92
Change
+$0.69 (+1.09%)
Updated
Jan 14 closing price
Net Assets
3.74B
PMBPX
Price
$42.66
Change
-$0.08 (-0.19%)
Updated
Jan 14 closing price
Net Assets
31.35B
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BGRFX vs PMBPX

Header iconBGRFX vs PMBPX Comparison
Open Charts BGRFX vs PMBPXBanner chart's image
Baron Growth Retail
Price$63.92
Change+$0.69 (+1.09%)
VolumeN/A
Net Assets3.74B
Principal MidCap R5
Price$42.66
Change-$0.08 (-0.19%)
VolumeN/A
Net Assets31.35B
BGRFX vs PMBPX Comparison Chart in %
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BGRFX vs. PMBPX commentary
Jan 15, 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: 31.3B vs. BGRFX (3.74B). BGRFX pays higher dividends than PMBPX: BGRFX (0.52) 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: 10.50 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 : 0.09 vs. BGRFX (-27.13). PMBPX return over 5 years is better than : 20.98 vs. BGRFX (-38.75).
BGRFXPMBPXBGRFX / PMBPX
Total Expense Ratio1.340.83161%
Annual Report Gross Expense Ratio1.340.83161%
Fund Existence31 years25 years-
Gain YTD0.7882.66630%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.74B31.3B12%
Annual Yield % from dividends0.520.00-
Returns for 1 year-27.130.09-28,964%
Returns for 3 years-29.5531.84-93%
Returns for 5 years-38.7520.98-185%
Returns for 10 years12.49131.1710%
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