BGRIX
Price
$93.37
Change
+$0.62 (+0.67%)
Updated
Jul 3 closing price
Net Assets
5.93B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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BGRIX vs PMBPX

Header iconBGRIX vs PMBPX Comparison
Open Charts BGRIX vs PMBPXBanner chart's image
Baron Growth Instl
Price$93.37
Change+$0.62 (+0.67%)
VolumeN/A
Net Assets5.93B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
BGRIX vs PMBPX Comparison Chart in %
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BGRIX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B 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 : 15.41 vs. BGRIX (-4.08). PMBPX return over 5 years is better than : 59.60 vs. BGRIX (8.92).
BGRIXPMBPXBGRIX / PMBPX
Total Expense Ratio1.080.83130%
Annual Report Gross Expense Ratio1.080.83130%
Fund Existence16 years25 years-
Gain YTD-2.3027.041-33%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.93B32.3B18%
Annual Yield % from dividends0.000.01-
Returns for 1 year-4.0815.41-26%
Returns for 3 years7.1252.3914%
Returns for 5 years8.9259.6015%
Returns for 10 years23.13104.4622%
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