BGRIX
Price
$81.59
Change
+$0.66 (+0.82%)
Updated
Oct 17 closing price
Net Assets
4.7B
PMAQX
Price
$45.72
Change
+$0.21 (+0.46%)
Updated
Oct 17 closing price
Net Assets
31.93B
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BGRIX vs PMAQX

Header iconBGRIX vs PMAQX Comparison
Open Charts BGRIX vs PMAQXBanner chart's image
Baron Growth Instl
Price$81.59
Change+$0.66 (+0.82%)
VolumeN/A
Net Assets4.7B
Principal MidCap R6
Price$45.72
Change+$0.21 (+0.46%)
VolumeN/A
Net Assets31.93B
BGRIX vs PMAQX Comparison Chart in %
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BGRIX vs. PMAQX 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 PMAQX is a Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 31.9B vs. BGRIX (4.7B). PMAQX pays higher dividends than BGRIX: PMAQX (0.19) vs BGRIX (0.00). BGRIX was incepted earlier than PMAQX: BGRIX (16 years) vs PMAQX (9 years). BGRIX (1.08) is less costly to investors than PMAQX (0.59). PMAQX is a more actively managed with annual turnover of: 10.50 vs. BGRIX (0.00). PMAQX has a lower initial minimum investment than BGRIX: PMAQX (0) vs BGRIX (1000000). PMAQX annual gain was more profitable for investors over the last year : -2.59 vs. BGRIX (-26.34). PMAQX return over 5 years is better than : 38.23 vs. BGRIX (-17.51).
BGRIXPMAQXBGRIX / PMAQX
Total Expense Ratio1.080.59183%
Annual Report Gross Expense Ratio1.080.59183%
Fund Existence16 years9 years-
Gain YTD-14.6312.442-599%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.7B31.9B15%
Annual Yield % from dividends0.000.19-
Returns for 1 year-26.34-2.591,017%
Returns for 3 years-7.5850.62-15%
Returns for 5 years-17.5138.23-46%
Returns for 10 years12.85N/A-
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