BGRIX
Price
$89.82
Change
-$1.39 (-1.52%)
Updated
Jun 13 closing price
Net Assets
5.93B
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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BGRIX vs PMBPX

Header iconBGRIX vs PMBPX Comparison
Open Charts BGRIX vs PMBPXBanner chart's image
Baron Growth Instl
Price$89.82
Change-$1.39 (-1.52%)
VolumeN/A
Net Assets5.93B
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
BGRIX vs PMBPX Comparison Chart
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BGRIX vs. PMBPX commentary
Jun 15, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. BGRIX (5.93B). 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 (2.11). 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 : 10.26 vs. BGRIX (-7.60). PMBPX return over 5 years is better than : 54.31 vs. BGRIX (9.22).
BGRIXPMBPXBGRIX / PMBPX
Total Expense Ratio1.080.83130%
Annual Report Gross Expense Ratio1.080.83130%
Fund Existence16 years25 years-
Gain YTD-6.0171.933-311%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.93B30.6B19%
Annual Yield % from dividends0.000.01-
Returns for 1 year-7.6010.26-74%
Returns for 3 years7.9749.5216%
Returns for 5 years9.2254.3117%
Returns for 10 years18.7292.6820%
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