BGRUX
Price
$89.82
Change
-$1.40 (-1.53%)
Updated
Jun 13 closing price
Net Assets
5.93B
PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
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BGRUX vs PMBJX

Header iconBGRUX vs PMBJX Comparison
Open Charts BGRUX vs PMBJXBanner chart's image
Baron Growth R6
Price$89.82
Change-$1.40 (-1.53%)
VolumeN/A
Net Assets5.93B
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
BGRUX vs PMBJX Comparison Chart
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BGRUX vs. PMBJX commentary
Jun 16, 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: 30.6B 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 : 10.12 vs. BGRUX (-7.60). PMBJX return over 5 years is better than : 53.13 vs. BGRUX (9.20).
BGRUXPMBJXBGRUX / PMBJX
Total Expense Ratio1.090.78140%
Annual Report Gross Expense Ratio1.090.78140%
Fund Existence9 years24 years-
Gain YTD-6.0171.960-307%
Front LoadN/AN/A-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.93B30.6B19%
Annual Yield % from dividends0.000.06-
Returns for 1 year-7.6010.12-75%
Returns for 3 years7.9648.9616%
Returns for 5 years9.2053.1317%
Returns for 10 yearsN/A88.94-
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