BGRIX
Price
$80.63
Change
+$0.44 (+0.55%)
Updated
Dec 3 closing price
Net Assets
4.32B
PMBCX
Price
$35.55
Change
+$0.28 (+0.79%)
Updated
Dec 3 closing price
Net Assets
31.57B
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BGRIX vs PMBCX

Header iconBGRIX vs PMBCX Comparison
Open Charts BGRIX vs PMBCXBanner chart's image
Baron Growth Instl
Price$80.63
Change+$0.44 (+0.55%)
VolumeN/A
Net Assets4.32B
Principal MidCap C
Price$35.55
Change+$0.28 (+0.79%)
VolumeN/A
Net Assets31.57B
BGRIX vs PMBCX Comparison Chart in %
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BGRIX vs. PMBCX commentary
Dec 04, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.6B vs. BGRIX (4.32B). BGRIX (0.00) and PMBCX (0.00) have matching dividends . 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: 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 : -9.36 vs. BGRIX (-28.07). PMBCX return over 5 years is better than : 17.47 vs. BGRIX (-21.79).
BGRIXPMBCXBGRIX / PMBCX
Total Expense Ratio1.081.7562%
Annual Report Gross Expense Ratio1.081.7562%
Fund Existence17 years19 years-
Gain YTD-15.7210.940-1,672%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.32B31.6B14%
Annual Yield % from dividends0.000.00-
Returns for 1 year-28.07-9.36300%
Returns for 3 years-20.5026.22-78%
Returns for 5 years-21.7917.47-125%
Returns for 10 years21.8969.0432%
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