BGRIX
Price
$93.37
Change
+$0.62 (+0.67%)
Updated
Jul 3 closing price
Net Assets
5.93B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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BGRIX vs PMBMX

Header iconBGRIX vs PMBMX Comparison
Open Charts BGRIX vs PMBMXBanner chart's image
Baron Growth Instl
Price$93.37
Change+$0.62 (+0.67%)
VolumeN/A
Net Assets5.93B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
BGRIX vs PMBMX Comparison Chart in %
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BGRIX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. BGRIX (5.93B). 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 (2.11). 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 : 14.80 vs. BGRIX (-4.08). PMBMX return over 5 years is better than : 55.71 vs. BGRIX (8.92).
BGRIXPMBMXBGRIX / PMBMX
Total Expense Ratio1.081.1495%
Annual Report Gross Expense Ratio1.081.1495%
Fund Existence16 years25 years-
Gain YTD-2.3026.854-34%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.93B32.3B18%
Annual Yield % from dividends0.000.02-
Returns for 1 year-4.0814.80-28%
Returns for 3 years7.1250.1914%
Returns for 5 years8.9255.7116%
Returns for 10 years23.1394.7424%
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