BGRFX
Price
$76.81
Change
+$0.65 (+0.85%)
Updated
Dec 12 closing price
Net Assets
4.28B
PMBPX
Price
$41.98
Change
-$0.21 (-0.50%)
Updated
Dec 12 closing price
Net Assets
30.94B
Interact to see
Advertisement

BGRFX vs PMBPX

Header iconBGRFX vs PMBPX Comparison
Open Charts BGRFX vs PMBPXBanner chart's image
Baron Growth Retail
Price$76.81
Change+$0.65 (+0.85%)
VolumeN/A
Net Assets4.28B
Principal MidCap R5
Price$41.98
Change-$0.21 (-0.50%)
VolumeN/A
Net Assets30.94B
BGRFX vs PMBPX Comparison Chart in %
View a ticker or compare two or three
VS
BGRFX vs. PMBPX commentary
Dec 14, 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 Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. BGRFX (4.28B). 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 (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 : -10.82 vs. BGRFX (-27.36). PMBPX return over 5 years is better than : 22.09 vs. BGRFX (-23.67).
BGRFXPMBPXBGRFX / PMBPX
Total Expense Ratio1.340.83161%
Annual Report Gross Expense Ratio1.340.83161%
Fund Existence31 years25 years-
Gain YTD-15.020-2.922514%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.28B30.9B14%
Annual Yield % from dividends0.000.01-
Returns for 1 year-27.36-10.82253%
Returns for 3 years-14.2529.35-49%
Returns for 5 years-23.6722.09-107%
Returns for 10 years22.1996.4123%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
NALFX77.410.48
+0.62%
New Alternatives A
NFALX36.640.19
+0.52%
Neuberger Berman Focus I
LNGZX47.75-0.08
-0.17%
Columbia Greater China Inst
MTCJX81.38-0.71
-0.86%
MFS Technology R4
HGIIX54.73-5.98
-9.85%
Hartford Core Equity I