BAFMX
Price
$14.87
Change
+$0.02 (+0.13%)
Updated
Apr 17 closing price
Net Assets
62.95M
PEMGX
Price
$40.71
Change
+$0.14 (+0.35%)
Updated
Apr 17 closing price
Net Assets
28.23B
Ad is loading...

BAFMX vs PEMGX

Header iconBAFMX vs PEMGX Comparison
Open Charts BAFMX vs PEMGXBanner chart's image
Brown Advisory Mid-Cap Growth Instl
Price$14.87
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets62.95M
Principal MidCap A
Price$40.71
Change+$0.14 (+0.35%)
VolumeN/A
Net Assets28.23B
BAFMX vs PEMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
BAFMX vs. PEMGX commentary
Apr 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 BAFMX is a Buy and PEMGX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.2B vs. BAFMX (62.9M). BAFMX (0.00) and PEMGX (0.00) have matching dividends . BAFMX was incepted earlier than PEMGX: BAFMX (7 years) vs PEMGX (20 years). PEMGX (0.95) is less costly to investors than BAFMX (0.85). BAFMX is a more actively managed with annual turnover of: 63.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than BAFMX: PEMGX (1000) vs BAFMX (1000000). PEMGX annual gain was more profitable for investors over the last year : 7.70 vs. BAFMX (-0.60). PEMGX return over 5 years is better than : 62.03 vs. BAFMX (24.16).
BAFMXPEMGXBAFMX / PEMGX
Total Expense Ratio0.830.9587%
Annual Report Gross Expense Ratio0.850.9589%
Fund Existence7 years20 years-
Gain YTD-12.078-3.473348%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets62.9M28.2B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year-0.607.70-8%
Returns for 3 years1.3018.667%
Returns for 5 years24.1662.0339%
Returns for 10 yearsN/A79.45-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FWCBX70.030.30
+0.43%
American Funds Capital Income Bldr 529F3
FDTCX27.16N/A
N/A
Fidelity Advisor Diversified Stock C
BVEIX19.03N/A
N/A
Becker Value Equity Institutional
DMCYX27.16N/A
N/A
BNY Mellon Opportunistic Midcap Value Y
MXECX9.91N/A
N/A
Empower Core Strategies Intl Eq Instl