BGRUX
Price
$86.91
Change
-$0.56 (-0.64%)
Updated
Aug 15 closing price
Net Assets
5.54B
PMBJX
Price
$43.19
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
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BGRUX vs PMBJX

Header iconBGRUX vs PMBJX Comparison
Open Charts BGRUX vs PMBJXBanner chart's image
Baron Growth R6
Price$86.91
Change-$0.56 (-0.64%)
VolumeN/A
Net Assets5.54B
Principal MidCap J
Price$43.19
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.48B
BGRUX vs PMBJX Comparison Chart in %
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BGRUX vs. PMBJX commentary
Aug 18, 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 Hold and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.5B 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 (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 (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 : 8.97 vs. BGRUX (-16.15). PMBJX return over 5 years is better than : 44.05 vs. BGRUX (-8.17).
BGRUXPMBJXBGRUX / PMBJX
Total Expense Ratio1.090.78140%
Annual Report Gross Expense Ratio1.090.78140%
Fund Existence10 years24 years-
Gain YTD-9.0615.832-155%
Front LoadN/AN/A-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.54B32.5B17%
Annual Yield % from dividends0.000.06-
Returns for 1 year-16.158.97-180%
Returns for 3 years-12.2730.25-41%
Returns for 5 years-8.1744.05-19%
Returns for 10 yearsN/A92.90-
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