BMDSX
Price
$20.56
Change
-$0.31 (-1.49%)
Updated
Sep 12 closing price
Net Assets
1.27B
PMBPX
Price
$46.71
Change
-$0.49 (-1.04%)
Updated
Sep 12 closing price
Net Assets
32.91B
Interact to see
Advertisement

BMDSX vs PMBPX

Header iconBMDSX vs PMBPX Comparison
Open Charts BMDSX vs PMBPXBanner chart's image
Baird Mid Cap Growth Investor
Price$20.56
Change-$0.31 (-1.49%)
VolumeN/A
Net Assets1.27B
Principal MidCap R5
Price$46.71
Change-$0.49 (-1.04%)
VolumeN/A
Net Assets32.91B
BMDSX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BMDSX vs. PMBPX 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 PMBPX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.9B vs. BMDSX (1.27B). PMBPX pays higher dividends than BMDSX: PMBPX (0.01) vs BMDSX (0.00). BMDSX was incepted earlier than PMBPX: BMDSX (25 years) vs PMBPX (25 years). BMDSX (1.06) is less costly to investors than PMBPX (0.83). BMDSX is a more actively managed with annual turnover of: 40.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than BMDSX: PMBPX (0) vs BMDSX (2500). PMBPX annual gain was more profitable for investors over the last year : 8.59 vs. BMDSX (-5.99). PMBPX return over 5 years is better than : 50.64 vs. BMDSX (-12.51).
BMDSXPMBPXBMDSX / PMBPX
Total Expense Ratio1.060.83128%
Annual Report Gross Expense Ratio1.060.83128%
Fund Existence25 years25 years-
Gain YTD-3.2477.478-43%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.27B32.9B4%
Annual Yield % from dividends0.000.01-
Returns for 1 year-5.998.59-70%
Returns for 3 years-1.0145.30-2%
Returns for 5 years-12.5150.64-25%
Returns for 10 years36.61113.7932%
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 %
BDGS34.160.08
+0.23%
Bridges Capital Tactical ETF
ABXB19.83N/A
N/A
Abacus Flexible Bond Leaders ETF
IGSB53.05N/A
N/A
iShares 1-5 Year invmt Grd Corp Bd ETF
JHMD40.03-0.13
-0.32%
JHancock Multifactor Developed Intl ETF
XCCC38.91-0.17
-0.44%
BondBloxx CCC Rated USD HY Corp Bd ETF