BGRIX
Price
$81.59
Change
+$0.66 (+0.82%)
Updated
Oct 17 closing price
Net Assets
4.7B
PMBCX
Price
$35.64
Change
+$0.17 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
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BGRIX vs PMBCX

Header iconBGRIX vs PMBCX Comparison
Open Charts BGRIX vs PMBCXBanner chart's image
Baron Growth Instl
Price$81.59
Change+$0.66 (+0.82%)
VolumeN/A
Net Assets4.7B
Principal MidCap C
Price$35.64
Change+$0.17 (+0.48%)
VolumeN/A
Net Assets31.93B
BGRIX vs PMBCX Comparison Chart in %
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BGRIX vs. PMBCX 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 PMBCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.9B vs. BGRIX (4.7B). 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 : -4.45 vs. BGRIX (-26.34). PMBCX return over 5 years is better than : 25.71 vs. BGRIX (-17.51).
BGRIXPMBCXBGRIX / PMBCX
Total Expense Ratio1.081.7562%
Annual Report Gross Expense Ratio1.081.7562%
Fund Existence16 years19 years-
Gain YTD-14.6311.538-951%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.7B31.9B15%
Annual Yield % from dividends0.000.00-
Returns for 1 year-26.34-4.45592%
Returns for 3 years-7.5842.56-18%
Returns for 5 years-17.5125.71-68%
Returns for 10 years12.8573.9417%
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