BGRIX vs. PMAQX
Compare and contrast key facts about Baron Growth Fund Institutional Shares (BGRIX) and Principal MidCap R6 (PMAQX).
BGRIX is managed by Baron Capital Group, Inc.. It was launched on May 29, 2009. PMAQX is managed by Principal Funds. It was launched on Nov 22, 2016.
Performance
BGRIX vs. PMAQX - Performance Comparison
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BGRIX vs. PMAQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGRIX Baron Growth Fund Institutional Shares | -12.06% | -14.21% | 4.90% | 14.97% | -22.35% | 20.13% | 33.10% | 40.54% | -2.68% | 26.85% |
PMAQX Principal MidCap R6 | -11.07% | 1.71% | 23.74% | 26.02% | -23.09% | 25.29% | 18.38% | 49.59% | -6.79% | 24.68% |
Returns By Period
In the year-to-date period, BGRIX achieves a -12.06% return, which is significantly lower than PMAQX's -11.07% return.
BGRIX
- 1D
- 1.77%
- 1M
- -7.25%
- YTD
- -12.06%
- 6M
- -13.66%
- 1Y
- -21.19%
- 3Y*
- -5.52%
- 5Y*
- -3.81%
- 10Y*
- 7.58%
PMAQX
- 1D
- 2.14%
- 1M
- -7.74%
- YTD
- -11.07%
- 6M
- -13.67%
- 1Y
- -9.69%
- 3Y*
- 10.13%
- 5Y*
- 5.31%
- 10Y*
- —
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BGRIX vs. PMAQX - Expense Ratio Comparison
BGRIX has a 1.05% expense ratio, which is higher than PMAQX's 0.60% expense ratio.
Return for Risk
BGRIX vs. PMAQX — Risk / Return Rank
BGRIX
PMAQX
BGRIX vs. PMAQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Growth Fund Institutional Shares (BGRIX) and Principal MidCap R6 (PMAQX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BGRIX | PMAQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.00 | -0.50 | -0.50 |
Sortino ratioReturn per unit of downside risk | -1.38 | -0.60 | -0.77 |
Omega ratioGain probability vs. loss probability | 0.83 | 0.92 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | -0.81 | -0.51 | -0.30 |
Martin ratioReturn relative to average drawdown | -1.75 | -1.51 | -0.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BGRIX | PMAQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.00 | -0.50 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.19 | 0.29 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.60 | -0.07 |
Correlation
The correlation between BGRIX and PMAQX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BGRIX vs. PMAQX - Dividend Comparison
BGRIX's dividend yield for the trailing twelve months is around 22.42%, more than PMAQX's 6.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGRIX Baron Growth Fund Institutional Shares | 22.42% | 19.72% | 11.30% | 1.69% | 5.72% | 7.38% | 4.45% | 3.55% | 8.12% | 11.36% | 12.56% | 9.37% |
PMAQX Principal MidCap R6 | 6.52% | 5.80% | 6.46% | 2.58% | 3.18% | 7.96% | 1.08% | 9.14% | 12.39% | 3.39% | 0.00% | 0.00% |
Drawdowns
BGRIX vs. PMAQX - Drawdown Comparison
The maximum BGRIX drawdown since its inception was -41.12%, roughly equal to the maximum PMAQX drawdown of -40.56%. Use the drawdown chart below to compare losses from any high point for BGRIX and PMAQX.
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Drawdown Indicators
| BGRIX | PMAQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.12% | -40.56% | -0.56% |
Max Drawdown (1Y)Largest decline over 1 year | -25.39% | -19.25% | -6.14% |
Max Drawdown (5Y)Largest decline over 5 years | -34.60% | -31.10% | -3.50% |
Max Drawdown (10Y)Largest decline over 10 years | -41.12% | — | — |
Current DrawdownCurrent decline from peak | -30.46% | -16.85% | -13.61% |
Average DrawdownAverage peak-to-trough decline | -7.31% | -6.68% | -0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.84% | 6.51% | +5.33% |
Volatility
BGRIX vs. PMAQX - Volatility Comparison
Baron Growth Fund Institutional Shares (BGRIX) has a higher volatility of 5.53% compared to Principal MidCap R6 (PMAQX) at 5.26%. This indicates that BGRIX's price experiences larger fluctuations and is considered to be riskier than PMAQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGRIX | PMAQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.53% | 5.26% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 13.26% | 10.58% | +2.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.22% | 18.38% | +2.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.89% | 18.55% | +1.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.97% | 19.54% | +1.43% |