BGRIX
Price
$93.37
Change
+$0.62 (+0.67%)
Updated
Jul 3 closing price
Net Assets
5.93B
PEMGX
Price
$45.60
Change
+$0.47 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
Interact to see
Advertisement

BGRIX vs PEMGX

Header iconBGRIX vs PEMGX Comparison
Open Charts BGRIX vs PEMGXBanner chart's image
Baron Growth Instl
Price$93.37
Change+$0.62 (+0.67%)
VolumeN/A
Net Assets5.93B
Principal MidCap A
Price$45.60
Change+$0.47 (+1.04%)
VolumeN/A
Net Assets32.28B
BGRIX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BGRIX vs. PEMGX 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 BGRIX is a StrongBuy and PEMGX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.3B vs. BGRIX (5.93B). BGRIX (0.00) and PEMGX (0.00) have matching dividends . BGRIX was incepted earlier than PEMGX: BGRIX (16 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 (2.11). 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 : 15.24 vs. BGRIX (-4.08). PEMGX return over 5 years is better than : 58.39 vs. BGRIX (8.92).
BGRIXPEMGXBGRIX / PEMGX
Total Expense Ratio1.080.91119%
Annual Report Gross Expense Ratio1.080.91119%
Fund Existence16 years20 years-
Gain YTD-2.3026.992-33%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.93B32.3B18%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.0815.24-27%
Returns for 3 years7.1251.7014%
Returns for 5 years8.9258.3915%
Returns for 10 years23.13101.0923%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
VOOG399.756.57
+1.67%
Vanguard S&P 500 Growth ETF
PSI61.750.59
+0.97%
Invesco Semiconductors ETF
MSLC51.680.45
+0.88%
Morgan Stanley Pathway Large Cap Eq ETF
FLC17.090.06
+0.35%
Flaherty & Crumrine Total Return Fund
XRLV55.02N/A
N/A
Invesco S&P 500® ex-Rate Snsv LowVol ETF