BGRUX
Price
$91.12
Change
+$0.52 (+0.57%)
Updated
Jul 25 closing price
Net Assets
5.85B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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BGRUX vs PMBPX

Header iconBGRUX vs PMBPX Comparison
Open Charts BGRUX vs PMBPXBanner chart's image
Baron Growth R6
Price$91.12
Change+$0.52 (+0.57%)
VolumeN/A
Net Assets5.85B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
BGRUX vs PMBPX Comparison Chart in %
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BGRUX vs. PMBPX commentary
Jul 28, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. BGRUX (5.85B). PMBPX pays higher dividends than BGRUX: PMBPX (0.01) vs BGRUX (0.00). BGRUX was incepted earlier than PMBPX: BGRUX (10 years) vs PMBPX (25 years). BGRUX (1.09) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. BGRUX (0.00). PMBPX has a lower initial minimum investment than BGRUX: PMBPX (0) vs BGRUX (5000000). PMBPX annual gain was more profitable for investors over the last year : 13.61 vs. BGRUX (-9.74). PMBPX return over 5 years is better than : 56.25 vs. BGRUX (3.01).
BGRUXPMBPXBGRUX / PMBPX
Total Expense Ratio1.090.83131%
Annual Report Gross Expense Ratio1.090.83131%
Fund Existence10 years25 years-
Gain YTD-4.6568.606-54%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.85B33.2B18%
Annual Yield % from dividends0.000.01-
Returns for 1 year-9.7413.61-72%
Returns for 3 years1.0149.382%
Returns for 5 years3.0156.255%
Returns for 10 yearsN/A107.27-
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