BGRIX
Price
$87.91
Change
+$0.27 (+0.31%)
Updated
Sep 8 closing price
Net Assets
5.54B
PMBCX
Price
$37.67
Change
+$0.22 (+0.59%)
Updated
Sep 8 closing price
Net Assets
33.05B
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BGRIX vs PMBCX

Header iconBGRIX vs PMBCX Comparison
Open Charts BGRIX vs PMBCXBanner chart's image
Baron Growth Instl
Price$87.91
Change+$0.27 (+0.31%)
VolumeN/A
Net Assets5.54B
Principal MidCap C
Price$37.67
Change+$0.22 (+0.59%)
VolumeN/A
Net Assets33.05B
BGRIX vs PMBCX Comparison Chart in %
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BGRIX vs. PMBCX 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 PMBCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 33B vs. BGRIX (5.54B). BGRIX (0.00) and PMBCX (0.00) have matching dividends . BGRIX was incepted earlier than PMBCX: BGRIX (16 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: 10.50 vs. BGRIX (0.00). 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 : 7.45 vs. BGRIX (-15.97). PMBCX return over 5 years is better than : 36.28 vs. BGRIX (-6.34).
BGRIXPMBCXBGRIX / PMBCX
Total Expense Ratio1.081.7562%
Annual Report Gross Expense Ratio1.081.7562%
Fund Existence16 years19 years-
Gain YTD-8.0156.382-126%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.54B33B17%
Annual Yield % from dividends0.000.00-
Returns for 1 year-15.977.45-214%
Returns for 3 years-7.0639.54-18%
Returns for 5 years-6.3436.28-17%
Returns for 10 years22.2781.7927%
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