BGRIX
Price
$87.91
Change
+$0.27 (+0.31%)
Updated
Sep 8 closing price
Net Assets
5.54B
PEMGX
Price
$46.00
Change
+$0.41 (+0.90%)
Updated
Sep 8 closing price
Net Assets
33.05B
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BGRIX vs PEMGX

Header iconBGRIX vs PEMGX Comparison
Open Charts BGRIX vs PEMGXBanner chart's image
Baron Growth Instl
Price$87.91
Change+$0.27 (+0.31%)
VolumeN/A
Net Assets5.54B
Principal MidCap A
Price$46.00
Change+$0.41 (+0.90%)
VolumeN/A
Net Assets33.05B
BGRIX vs PEMGX Comparison Chart in %
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BGRIX vs. PEMGX commentary
Sep 09, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. BGRIX (5.54B). 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 : 9.01 vs. BGRIX (-15.97). PEMGX return over 5 years is better than : 46.31 vs. BGRIX (-6.34).
BGRIXPEMGXBGRIX / PEMGX
Total Expense Ratio1.080.91119%
Annual Report Gross Expense Ratio1.080.91119%
Fund Existence16 years20 years-
Gain YTD-8.0156.969-115%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.54B33B17%
Annual Yield % from dividends0.000.00-
Returns for 1 year-15.979.01-177%
Returns for 3 years-7.0645.42-16%
Returns for 5 years-6.3446.31-14%
Returns for 10 years22.27108.1821%
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