BGRIX
Price
$89.82
Change
-$1.39 (-1.52%)
Updated
Jun 13 closing price
Net Assets
5.93B
PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
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BGRIX vs PMBJX

Header iconBGRIX vs PMBJX Comparison
Open Charts BGRIX vs PMBJXBanner chart's image
Baron Growth Instl
Price$89.82
Change-$1.39 (-1.52%)
VolumeN/A
Net Assets5.93B
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
BGRIX vs PMBJX Comparison Chart
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BGRIX vs. PMBJX commentary
Jun 15, 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. BGRIX (5.93B). PMBJX pays higher dividends than BGRIX: PMBJX (0.06) vs BGRIX (0.00). BGRIX was incepted earlier than PMBJX: BGRIX (16 years) vs PMBJX (24 years). BGRIX (1.08) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. BGRIX (2.11). PMBJX has a lower initial minimum investment than BGRIX: PMBJX (1000) vs BGRIX (1000000). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. BGRIX (-7.60). PMBJX return over 5 years is better than : 53.13 vs. BGRIX (9.22).
BGRIXPMBJXBGRIX / PMBJX
Total Expense Ratio1.080.78138%
Annual Report Gross Expense Ratio1.080.78138%
Fund Existence16 years24 years-
Gain YTD-6.0171.960-307%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.93B30.6B19%
Annual Yield % from dividends0.000.06-
Returns for 1 year-7.6010.12-75%
Returns for 3 years7.9748.9616%
Returns for 5 years9.2253.1317%
Returns for 10 years18.7288.9421%
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