BGRIX
Price
$80.63
Change
+$0.44 (+0.55%)
Updated
Dec 3 closing price
Net Assets
4.32B
PEMGX
Price
$43.50
Change
+$0.35 (+0.81%)
Updated
Dec 3 closing price
Net Assets
31.57B
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BGRIX vs PEMGX

Header iconBGRIX vs PEMGX Comparison
Open Charts BGRIX vs PEMGXBanner chart's image
Baron Growth Instl
Price$80.63
Change+$0.44 (+0.55%)
VolumeN/A
Net Assets4.32B
Principal MidCap A
Price$43.50
Change+$0.35 (+0.81%)
VolumeN/A
Net Assets31.57B
BGRIX vs PEMGX Comparison Chart in %
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BGRIX vs. PEMGX commentary
Dec 04, 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 BGRIX is a Buy and PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.6B vs. BGRIX (4.32B). BGRIX (0.00) and PEMGX (0.00) have matching dividends . BGRIX was incepted earlier than PEMGX: BGRIX (17 years) vs PEMGX (20 years). BGRIX (1.08) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. BGRIX (0.00). PEMGX has a lower initial minimum investment than BGRIX: PEMGX (1000) vs BGRIX (1000000). PEMGX annual gain was more profitable for investors over the last year : -8.04 vs. BGRIX (-28.07). PEMGX return over 5 years is better than : 26.10 vs. BGRIX (-21.79).
BGRIXPEMGXBGRIX / PEMGX
Total Expense Ratio1.080.91119%
Annual Report Gross Expense Ratio1.080.91119%
Fund Existence17 years20 years-
Gain YTD-15.7211.689-931%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.32B31.6B14%
Annual Yield % from dividends0.000.00-
Returns for 1 year-28.07-8.04349%
Returns for 3 years-20.5031.57-65%
Returns for 5 years-21.7926.10-83%
Returns for 10 years21.8993.5923%
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