BGRIX
Price
$86.90
Change
-$0.57 (-0.65%)
Updated
Aug 15 closing price
Net Assets
5.54B
PMBJX
Price
$43.19
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
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BGRIX vs PMBJX

Header iconBGRIX vs PMBJX Comparison
Open Charts BGRIX vs PMBJXBanner chart's image
Baron Growth Instl
Price$86.90
Change-$0.57 (-0.65%)
VolumeN/A
Net Assets5.54B
Principal MidCap J
Price$43.19
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.48B
BGRIX vs PMBJX Comparison Chart in %
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BGRIX vs. PMBJX commentary
Aug 18, 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.5B vs. BGRIX (5.54B). 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 (0.00). 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 : 8.97 vs. BGRIX (-16.15). PMBJX return over 5 years is better than : 44.05 vs. BGRIX (-8.17).
BGRIXPMBJXBGRIX / PMBJX
Total Expense Ratio1.080.78138%
Annual Report Gross Expense Ratio1.080.78138%
Fund Existence16 years24 years-
Gain YTD-9.0725.832-156%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.54B32.5B17%
Annual Yield % from dividends0.000.06-
Returns for 1 year-16.158.97-180%
Returns for 3 years-12.2730.25-41%
Returns for 5 years-8.1744.05-19%
Returns for 10 years14.5492.9016%
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