BGRUX
Price
$87.64
Change
+$0.28 (+0.32%)
Updated
Sep 4 closing price
Net Assets
5.54B
PMBJX
Price
$43.69
Change
-$0.13 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
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BGRUX vs PMBJX

Header iconBGRUX vs PMBJX Comparison
Open Charts BGRUX vs PMBJXBanner chart's image
Baron Growth R6
Price$87.64
Change+$0.28 (+0.32%)
VolumeN/A
Net Assets5.54B
Principal MidCap J
Price$43.69
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets33.05B
BGRUX vs PMBJX Comparison Chart in %
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BGRUX vs. PMBJX commentary
Sep 08, 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 BGRUX is a Buy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33B vs. BGRUX (5.54B). PMBJX pays higher dividends than BGRUX: PMBJX (0.06) vs BGRUX (0.00). BGRUX was incepted earlier than PMBJX: BGRUX (10 years) vs PMBJX (25 years). BGRUX (1.09) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. BGRUX (0.00). PMBJX has a lower initial minimum investment than BGRUX: PMBJX (1000) vs BGRUX (5000000). PMBJX annual gain was more profitable for investors over the last year : 9.02 vs. BGRUX (-16.92). PMBJX return over 5 years is better than : 46.26 vs. BGRUX (-6.49).
BGRUXPMBJXBGRUX / PMBJX
Total Expense Ratio1.090.78140%
Annual Report Gross Expense Ratio1.090.78140%
Fund Existence10 years25 years-
Gain YTD-8.2987.057-118%
Front LoadN/AN/A-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.54B33B17%
Annual Yield % from dividends0.000.06-
Returns for 1 year-16.929.02-188%
Returns for 3 years-2.9645.53-6%
Returns for 5 years-6.4946.26-14%
Returns for 10 yearsN/A107.65-
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