BGRFX
Price
$81.37
Change
-$0.52 (-0.63%)
Updated
Aug 15 closing price
Net Assets
5.54B
PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
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BGRFX vs PMBPX

Header iconBGRFX vs PMBPX Comparison
Open Charts BGRFX vs PMBPXBanner chart's image
Baron Growth Retail
Price$81.37
Change-$0.52 (-0.63%)
VolumeN/A
Net Assets5.54B
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
BGRFX vs PMBPX Comparison Chart in %
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BGRFX vs. PMBPX commentary
Aug 18, 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 Hold and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B 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 : 9.12 vs. BGRFX (-16.91). PMBPX return over 5 years is better than : 45.20 vs. BGRFX (-10.71).
BGRFXPMBPXBGRFX / PMBPX
Total Expense Ratio1.340.83161%
Annual Report Gross Expense Ratio1.340.83161%
Fund Existence31 years25 years-
Gain YTD-9.2065.798-159%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.54B32.5B17%
Annual Yield % from dividends0.000.01-
Returns for 1 year-16.919.12-185%
Returns for 3 years-13.8230.75-45%
Returns for 5 years-10.7145.20-24%
Returns for 10 years8.8496.679%
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