BGRIX
Price
$81.28
Change
-$0.75 (-0.91%)
Updated
Nov 13 closing price
Net Assets
4.42B
PMBCX
Price
$35.27
Change
-$0.56 (-1.56%)
Updated
Nov 13 closing price
Net Assets
31.99B
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BGRIX vs PMBCX

Header iconBGRIX vs PMBCX Comparison
Open Charts BGRIX vs PMBCXBanner chart's image
Baron Growth Instl
Price$81.28
Change-$0.75 (-0.91%)
VolumeN/A
Net Assets4.42B
Principal MidCap C
Price$35.27
Change-$0.56 (-1.56%)
VolumeN/A
Net Assets31.99B
BGRIX vs PMBCX Comparison Chart in %
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BGRIX vs. PMBCX commentary
Nov 14, 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 StrongBuy and PMBCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32B vs. BGRIX (4.42B). 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 : -6.40 vs. BGRIX (-25.79). PMBCX return over 5 years is better than : 21.54 vs. BGRIX (-21.64).
BGRIXPMBCXBGRIX / PMBCX
Total Expense Ratio1.081.7562%
Annual Report Gross Expense Ratio1.081.7562%
Fund Existence16 years19 years-
Gain YTD-14.1672.080-681%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.42B32B14%
Annual Yield % from dividends0.000.00-
Returns for 1 year-25.79-6.40403%
Returns for 3 years-16.5728.70-58%
Returns for 5 years-21.6421.54-100%
Returns for 10 years17.9877.6423%
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