BGRFX
Price
$87.45
Change
+$0.58 (+0.67%)
Updated
Jul 3 closing price
Net Assets
5.93B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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BGRFX vs PMBPX

Header iconBGRFX vs PMBPX Comparison
Open Charts BGRFX vs PMBPXBanner chart's image
Baron Growth Retail
Price$87.45
Change+$0.58 (+0.67%)
VolumeN/A
Net Assets5.93B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
BGRFX vs PMBPX Comparison Chart in %
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BGRFX vs. PMBPX commentary
Jul 07, 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 StrongBuy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. BGRFX (5.93B). 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 (2.11). 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 : 15.41 vs. BGRFX (-4.96). PMBPX return over 5 years is better than : 59.60 vs. BGRFX (5.90).
BGRFXPMBPXBGRFX / PMBPX
Total Expense Ratio1.340.83161%
Annual Report Gross Expense Ratio1.340.83161%
Fund Existence31 years25 years-
Gain YTD-2.4217.041-34%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.93B32.3B18%
Annual Yield % from dividends0.000.01-
Returns for 1 year-4.9615.41-32%
Returns for 3 years5.2252.3910%
Returns for 5 years5.9059.6010%
Returns for 10 years17.01104.4616%
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