BMDSX
Price
$19.41
Change
+$0.09 (+0.47%)
Updated
Nov 26 closing price
Net Assets
1.08B
PMBMX
Price
$41.62
Change
+$0.10 (+0.24%)
Updated
Nov 26 closing price
Net Assets
31.64B
Interact to see
Advertisement

BMDSX vs PMBMX

Header iconBMDSX vs PMBMX Comparison
Open Charts BMDSX vs PMBMXBanner chart's image
Baird Mid Cap Growth Investor
Price$19.41
Change+$0.09 (+0.47%)
VolumeN/A
Net Assets1.08B
Principal MidCap R3
Price$41.62
Change+$0.10 (+0.24%)
VolumeN/A
Net Assets31.64B
BMDSX vs PMBMX Comparison Chart in %
View a ticker or compare two or three
VS
BMDSX vs. PMBMX commentary
Nov 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 BMDSX is a StrongBuy and PMBMX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.6B vs. BMDSX (1.08B). PMBMX pays higher dividends than BMDSX: PMBMX (0.02) vs BMDSX (0.00). BMDSX was incepted earlier than PMBMX: BMDSX (25 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than BMDSX (1.06). BMDSX is a more actively managed with annual turnover of: 40.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than BMDSX: PMBMX (0) vs BMDSX (2500). PMBMX annual gain was more profitable for investors over the last year : -8.55 vs. BMDSX (-19.13). PMBMX return over 5 years is better than : 25.13 vs. BMDSX (-28.15).
BMDSXPMBMXBMDSX / PMBMX
Total Expense Ratio1.061.1493%
Annual Report Gross Expense Ratio1.061.1493%
Fund Existence25 years25 years-
Gain YTD-9.0821.885-482%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.08B31.6B3%
Annual Yield % from dividends0.000.02-
Returns for 1 year-19.13-8.55224%
Returns for 3 years-5.6631.91-18%
Returns for 5 years-28.1525.13-112%
Returns for 10 years28.7188.0333%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
DGRE30.340.56
+1.88%
WisdomTree Emerging Mkts Qual Div Gr ETF
HEFA41.270.39
+0.95%
iShares Currency Hedged MSCI EAFE ETF
ITDH37.710.32
+0.86%
iShares LifePath Target Date 2060 ETF
ELM27.710.16
+0.58%
Elm Market Navigator ETF
VKQ9.55-0.02
-0.21%
Invesco Municipal Trust