BMDSX
Price
$20.56
Change
-$0.31 (-1.49%)
Updated
Sep 12 closing price
Net Assets
1.27B
PMBJX
Price
$43.88
Change
-$0.46 (-1.04%)
Updated
Sep 12 closing price
Net Assets
32.91B
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BMDSX vs PMBJX

Header iconBMDSX vs PMBJX Comparison
Open Charts BMDSX vs PMBJXBanner chart's image
Baird Mid Cap Growth Investor
Price$20.56
Change-$0.31 (-1.49%)
VolumeN/A
Net Assets1.27B
Principal MidCap J
Price$43.88
Change-$0.46 (-1.04%)
VolumeN/A
Net Assets32.91B
BMDSX vs PMBJX Comparison Chart in %
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BMDSX vs. PMBJX commentary
Sep 15, 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 BMDSX is a Hold and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.9B vs. BMDSX (1.27B). PMBJX pays higher dividends than BMDSX: PMBJX (0.06) vs BMDSX (0.00). BMDSX was incepted earlier than PMBJX: BMDSX (25 years) vs PMBJX (25 years). BMDSX (1.06) is less costly to investors than PMBJX (0.78). BMDSX is a more actively managed with annual turnover of: 40.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than BMDSX: PMBJX (1000) vs BMDSX (2500). PMBJX annual gain was more profitable for investors over the last year : 8.46 vs. BMDSX (-5.99). PMBJX return over 5 years is better than : 49.44 vs. BMDSX (-12.51).
BMDSXPMBJXBMDSX / PMBJX
Total Expense Ratio1.060.78136%
Annual Report Gross Expense Ratio1.060.78136%
Fund Existence25 years25 years-
Gain YTD-3.2477.523-43%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets1.27B32.9B4%
Annual Yield % from dividends0.000.06-
Returns for 1 year-5.998.46-71%
Returns for 3 years-1.0144.81-2%
Returns for 5 years-12.5149.44-25%
Returns for 10 years36.61109.6433%
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