BGRIX
Price
$63.05
Change
-$20.47 (-24.51%)
Updated
Feb 3 closing price
Net Assets
3.28B
PMBCX
Price
$31.83
Change
-$4.41 (-12.17%)
Updated
Feb 3 closing price
Net Assets
29.47B
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BGRIX vs PMBCX

Header iconBGRIX vs PMBCX Comparison
Open Charts BGRIX vs PMBCXBanner chart's image
Baron Growth Instl
Price$63.05
Change-$20.47 (-24.51%)
VolumeN/A
Net Assets3.28B
Principal MidCap C
Price$31.83
Change-$4.41 (-12.17%)
VolumeN/A
Net Assets29.47B
BGRIX vs PMBCX Comparison Chart in %
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BGRIX vs. PMBCX commentary
Feb 05, 2026

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 PMBCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 29.5B vs. BGRIX (3.28B). BGRIX pays higher dividends than PMBCX: BGRIX (0.81) vs PMBCX (0.00). BGRIX was incepted earlier than PMBCX: BGRIX (17 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than BGRIX (1.08). PMBCX is a more actively managed with annual turnover of: 13.70 vs. BGRIX (1.00). PMBCX has a lower initial minimum investment than BGRIX: PMBCX (1000) vs BGRIX (1000000). PMBCX annual gain was more profitable for investors over the last year : -13.29 vs. BGRIX (-34.72). PMBCX return over 5 years is better than : 2.81 vs. BGRIX (-44.19).
BGRIXPMBCXBGRIX / PMBCX
Total Expense Ratio1.081.7562%
Annual Report Gross Expense Ratio1.081.7562%
Fund Existence17 years19 years-
Gain YTD-7.929-3.016263%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.28B29.5B11%
Annual Yield % from dividends0.810.00-
Returns for 1 year-34.72-13.29261%
Returns for 3 years-35.8014.54-246%
Returns for 5 years-44.192.81-1,573%
Returns for 10 years11.0686.4713%
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