BGRUX
Price
$93.38
Change
+$0.62 (+0.67%)
Updated
Jul 3 closing price
Net Assets
5.93B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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BGRUX vs PMBMX

Header iconBGRUX vs PMBMX Comparison
Open Charts BGRUX vs PMBMXBanner chart's image
Baron Growth R6
Price$93.38
Change+$0.62 (+0.67%)
VolumeN/A
Net Assets5.93B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
BGRUX vs PMBMX Comparison Chart in %
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BGRUX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. BGRUX (5.93B). PMBMX pays higher dividends than BGRUX: PMBMX (0.02) vs BGRUX (0.00). BGRUX was incepted earlier than PMBMX: BGRUX (9 years) vs PMBMX (25 years). PMBMX (1.14) and BGRUX (1.09) have similar cost to investors . PMBMX is a more actively managed with annual turnover of: 10.50 vs. BGRUX (2.11). PMBMX has a lower initial minimum investment than BGRUX: PMBMX (0) vs BGRUX (5000000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. BGRUX (-4.08). PMBMX return over 5 years is better than : 55.71 vs. BGRUX (8.92).
BGRUXPMBMXBGRUX / PMBMX
Total Expense Ratio1.091.1496%
Annual Report Gross Expense Ratio1.091.1496%
Fund Existence9 years25 years-
Gain YTD-2.2926.854-33%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.93B32.3B18%
Annual Yield % from dividends0.000.02-
Returns for 1 year-4.0814.80-28%
Returns for 3 years7.1250.1914%
Returns for 5 years8.9255.7116%
Returns for 10 yearsN/A94.74-
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