BGRIX
Price
$91.11
Change
+$0.51 (+0.56%)
Updated
Jul 25 closing price
Net Assets
5.85B
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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BGRIX vs PMBMX

Header iconBGRIX vs PMBMX Comparison
Open Charts BGRIX vs PMBMXBanner chart's image
Baron Growth Instl
Price$91.11
Change+$0.51 (+0.56%)
VolumeN/A
Net Assets5.85B
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
BGRIX vs PMBMX Comparison Chart in %
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BGRIX vs. PMBMX commentary
Jul 28, 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 Buy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. BGRIX (5.85B). PMBMX pays higher dividends than BGRIX: PMBMX (0.02) vs BGRIX (0.00). BGRIX was incepted earlier than PMBMX: BGRIX (16 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than BGRIX (1.08). PMBMX is a more actively managed with annual turnover of: 10.50 vs. BGRIX (0.00). PMBMX has a lower initial minimum investment than BGRIX: PMBMX (0) vs BGRIX (1000000). PMBMX annual gain was more profitable for investors over the last year : 13.04 vs. BGRIX (-9.74). PMBMX return over 5 years is better than : 52.44 vs. BGRIX (3.01).
BGRIXPMBMXBGRIX / PMBMX
Total Expense Ratio1.081.1495%
Annual Report Gross Expense Ratio1.081.1495%
Fund Existence16 years25 years-
Gain YTD-4.6678.421-55%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.85B33.2B18%
Annual Yield % from dividends0.000.02-
Returns for 1 year-9.7413.04-75%
Returns for 3 years1.0147.272%
Returns for 5 years3.0152.446%
Returns for 10 years20.6397.4221%
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