BGRFX
Price
$85.32
Change
+$0.48 (+0.57%)
Updated
Jul 25 closing price
Net Assets
5.85B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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BGRFX vs PMBPX

Header iconBGRFX vs PMBPX Comparison
Open Charts BGRFX vs PMBPXBanner chart's image
Baron Growth Retail
Price$85.32
Change+$0.48 (+0.57%)
VolumeN/A
Net Assets5.85B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
BGRFX vs PMBPX Comparison Chart in %
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BGRFX vs. PMBPX commentary
Jul 28, 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: 33.2B vs. BGRFX (5.85B). 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 : 13.61 vs. BGRFX (-10.56). PMBPX return over 5 years is better than : 56.25 vs. BGRFX (0.15).
BGRFXPMBPXBGRFX / PMBPX
Total Expense Ratio1.340.83161%
Annual Report Gross Expense Ratio1.340.83161%
Fund Existence31 years25 years-
Gain YTD-4.7988.606-56%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.85B33.2B18%
Annual Yield % from dividends0.000.01-
Returns for 1 year-10.5613.61-78%
Returns for 3 years-0.7949.38-2%
Returns for 5 years0.1556.250%
Returns for 10 years14.62107.2714%
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