BGRFX
Price
$82.30
Change
-$0.38 (-0.46%)
Updated
Sep 8 closing price
Net Assets
5.54B
PMBPX
Price
$46.93
Change
+$0.42 (+0.90%)
Updated
Sep 8 closing price
Net Assets
33.36B
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BGRFX vs PMBPX

Header iconBGRFX vs PMBPX Comparison
Open Charts BGRFX vs PMBPXBanner chart's image
Baron Growth Retail
Price$82.30
Change-$0.38 (-0.46%)
VolumeN/A
Net Assets5.54B
Principal MidCap R5
Price$46.93
Change+$0.42 (+0.90%)
VolumeN/A
Net Assets33.36B
BGRFX vs PMBPX Comparison Chart in %
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BGRFX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.4B vs. BGRFX (5.54B). PMBPX pays higher dividends than BGRFX: PMBPX (0.01) vs BGRFX (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 (0.00). 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 : 9.16 vs. BGRFX (-16.73). PMBPX return over 5 years is better than : 47.38 vs. BGRFX (-8.94).
BGRFXPMBPXBGRFX / PMBPX
Total Expense Ratio1.340.83161%
Annual Report Gross Expense Ratio1.340.83161%
Fund Existence31 years25 years-
Gain YTD-8.1687.018-116%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.54B33.4B17%
Annual Yield % from dividends0.000.01-
Returns for 1 year-16.739.16-183%
Returns for 3 years-8.7146.04-19%
Returns for 5 years-8.9447.38-19%
Returns for 10 years16.18111.6314%
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