BGRIX
Price
$81.59
Change
+$0.66 (+0.82%)
Updated
Oct 17 closing price
Net Assets
4.7B
PEMGX
Price
$43.56
Change
+$0.21 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
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BGRIX vs PEMGX

Header iconBGRIX vs PEMGX Comparison
Open Charts BGRIX vs PEMGXBanner chart's image
Baron Growth Instl
Price$81.59
Change+$0.66 (+0.82%)
VolumeN/A
Net Assets4.7B
Principal MidCap A
Price$43.56
Change+$0.21 (+0.48%)
VolumeN/A
Net Assets31.93B
BGRIX vs PEMGX Comparison Chart in %
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BGRIX vs. PEMGX commentary
Oct 19, 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 Hold and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.9B vs. BGRIX (4.7B). 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 (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 : -3.03 vs. BGRIX (-26.34). PEMGX return over 5 years is better than : 35.03 vs. BGRIX (-17.51).
BGRIXPEMGXBGRIX / PEMGX
Total Expense Ratio1.080.91119%
Annual Report Gross Expense Ratio1.080.91119%
Fund Existence16 years20 years-
Gain YTD-14.6312.206-663%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.7B31.9B15%
Annual Yield % from dividends0.000.00-
Returns for 1 year-26.34-3.03870%
Returns for 3 years-7.5848.57-16%
Returns for 5 years-17.5135.03-50%
Returns for 10 years12.8599.1813%
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