BGRIX
Price
$93.37
Change
+$0.62 (+0.67%)
Updated
Jul 3 closing price
Net Assets
5.93B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
Interact to see
Advertisement

BGRIX vs PMBJX

Header iconBGRIX vs PMBJX Comparison
Open Charts BGRIX vs PMBJXBanner chart's image
Baron Growth Instl
Price$93.37
Change+$0.62 (+0.67%)
VolumeN/A
Net Assets5.93B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
BGRIX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BGRIX vs. PMBJX commentary
Jul 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B 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 : 15.26 vs. BGRIX (-4.08). PMBJX return over 5 years is better than : 58.39 vs. BGRIX (8.92).
BGRIXPMBJXBGRIX / PMBJX
Total Expense Ratio1.080.78138%
Annual Report Gross Expense Ratio1.080.78138%
Fund Existence16 years24 years-
Gain YTD-2.3027.057-33%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.93B32.3B18%
Annual Yield % from dividends0.000.06-
Returns for 1 year-4.0815.26-27%
Returns for 3 years7.1251.7914%
Returns for 5 years8.9258.3915%
Returns for 10 years23.13100.4623%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
UMAR37.780.14
+0.37%
Innovator U.S. Equity Ultra BffrETF™-Mar
QVOY26.510.07
+0.25%
Q3 All-Season Active Rotation ETF
HYG80.370.05
+0.06%
iShares iBoxx $ High Yield Corp Bd ETF
CDC65.200.01
+0.02%
VictoryShares US EQ Inc Enh Vol Wtd ETF
BITU53.12-0.35
-0.65%
ProShares Ultra Bitcoin ETF