BGRIX
Price
$87.91
Change
+$0.27 (+0.31%)
Updated
Sep 8 closing price
Net Assets
5.54B
PMBPX
Price
$46.93
Change
+$0.42 (+0.90%)
Updated
Sep 8 closing price
Net Assets
33.36B
Interact to see
Advertisement

BGRIX vs PMBPX

Header iconBGRIX vs PMBPX Comparison
Open Charts BGRIX vs PMBPXBanner chart's image
Baron Growth Instl
Price$87.91
Change+$0.27 (+0.31%)
VolumeN/A
Net Assets5.54B
Principal MidCap R5
Price$46.93
Change+$0.42 (+0.90%)
VolumeN/A
Net Assets33.36B
BGRIX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BGRIX vs. PMBPX commentary
Sep 09, 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 PMBPX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.4B vs. BGRIX (5.54B). PMBPX pays higher dividends than BGRIX: PMBPX (0.01) vs BGRIX (0.00). BGRIX was incepted earlier than PMBPX: BGRIX (16 years) vs PMBPX (25 years). BGRIX (1.08) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. BGRIX (0.00). PMBPX has a lower initial minimum investment than BGRIX: PMBPX (0) vs BGRIX (1000000). PMBPX annual gain was more profitable for investors over the last year : 9.16 vs. BGRIX (-15.97). PMBPX return over 5 years is better than : 47.38 vs. BGRIX (-6.34).
BGRIXPMBPXBGRIX / PMBPX
Total Expense Ratio1.080.83130%
Annual Report Gross Expense Ratio1.080.83130%
Fund Existence16 years25 years-
Gain YTD-8.0157.018-114%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.54B33.4B17%
Annual Yield % from dividends0.000.01-
Returns for 1 year-15.979.16-174%
Returns for 3 years-7.0646.04-15%
Returns for 5 years-6.3447.38-13%
Returns for 10 years22.27111.6320%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GAOZX22.280.10
+0.45%
JPMorgan Global Allocation R6
JMGRX151.17N/A
N/A
Janus Henderson Enterprise I
MAIMX24.20-0.03
-0.12%
Victory Integrity Mid-Cap Value A
LSPIX5.48-0.01
-0.18%
LoCorr Spectrum Income I
CSUAX24.01-0.16
-0.66%
Cohen & Steers Global Infrastructure A