BGRUX
Price
$93.38
Change
+$0.62 (+0.67%)
Updated
Jul 3 closing price
Net Assets
5.93B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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BGRUX vs PMBJX

Header iconBGRUX vs PMBJX Comparison
Open Charts BGRUX vs PMBJXBanner chart's image
Baron Growth R6
Price$93.38
Change+$0.62 (+0.67%)
VolumeN/A
Net Assets5.93B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
BGRUX vs PMBJX Comparison Chart in %
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BGRUX vs. PMBJX commentary
Jul 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 StrongBuy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. BGRUX (5.93B). PMBJX pays higher dividends than BGRUX: PMBJX (0.06) vs BGRUX (0.00). BGRUX was incepted earlier than PMBJX: BGRUX (9 years) vs PMBJX (24 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 (2.11). 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 : 15.26 vs. BGRUX (-4.08). PMBJX return over 5 years is better than : 58.39 vs. BGRUX (8.92).
BGRUXPMBJXBGRUX / PMBJX
Total Expense Ratio1.090.78140%
Annual Report Gross Expense Ratio1.090.78140%
Fund Existence9 years24 years-
Gain YTD-2.2927.057-32%
Front LoadN/AN/A-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.93B32.3B18%
Annual Yield % from dividends0.000.06-
Returns for 1 year-4.0815.26-27%
Returns for 3 years7.1251.7914%
Returns for 5 years8.9258.3915%
Returns for 10 yearsN/A100.46-
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