BAFMX
Price
$16.33
Change
+$0.13 (+0.80%)
Updated
May 8 closing price
Net Assets
65.47M
PMBPX
Price
$44.27
Change
+$0.36 (+0.82%)
Updated
May 8 closing price
Net Assets
30.17B
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BAFMX vs PMBPX

Header iconBAFMX vs PMBPX Comparison
Open Charts BAFMX vs PMBPXBanner chart's image
Brown Advisory Mid-Cap Growth Instl
Price$16.33
Change+$0.13 (+0.80%)
VolumeN/A
Net Assets65.47M
Principal MidCap R5
Price$44.27
Change+$0.36 (+0.82%)
VolumeN/A
Net Assets30.17B
BAFMX vs PMBPX Comparison Chart
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BAFMX vs. PMBPX commentary
May 09, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.2B vs. BAFMX (65.5M). PMBPX pays higher dividends than BAFMX: PMBPX (0.01) vs BAFMX (0.00). BAFMX was incepted earlier than PMBPX: BAFMX (7 years) vs PMBPX (24 years). BAFMX (0.85) and PMBPX (0.83) have similar cost to investors . BAFMX is a more actively managed with annual turnover of: 63.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than BAFMX: PMBPX (0) vs BAFMX (1000000). PMBPX annual gain was more profitable for investors over the last year : 8.97 vs. BAFMX (6.37). PMBPX return over 5 years is better than : 64.72 vs. BAFMX (27.36).
BAFMXPMBPXBAFMX / PMBPX
Total Expense Ratio0.830.83100%
Annual Report Gross Expense Ratio0.850.83102%
Fund Existence7 years24 years-
Gain YTD-4.0851.035-395%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets65.5M30.2B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year6.378.9771%
Returns for 3 years31.7141.3877%
Returns for 5 years27.3664.7242%
Returns for 10 yearsN/A90.98-
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