BSGIX
Price
$15.52
Change
+$0.15 (+0.98%)
Updated
May 8 closing price
Net Assets
164.71M
PMBPX
Price
$44.27
Change
+$0.36 (+0.82%)
Updated
May 8 closing price
Net Assets
30.17B
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BSGIX vs PMBPX

Header iconBSGIX vs PMBPX Comparison
Open Charts BSGIX vs PMBPXBanner chart's image
Baird Small/Mid Cap Growth Institutional
Price$15.52
Change+$0.15 (+0.98%)
VolumeN/A
Net Assets164.71M
Principal MidCap R5
Price$44.27
Change+$0.36 (+0.82%)
VolumeN/A
Net Assets30.17B
BSGIX vs PMBPX Comparison Chart
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BSGIX 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 BSGIX is a Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.2B vs. BSGIX (165M). PMBPX pays higher dividends than BSGIX: PMBPX (0.01) vs BSGIX (0.00). BSGIX was incepted earlier than PMBPX: BSGIX (7 years) vs PMBPX (24 years). BSGIX (0.92) is less costly to investors than PMBPX (0.83). BSGIX is a more actively managed with annual turnover of: 78.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than BSGIX: PMBPX (0) vs BSGIX (10000). PMBPX annual gain was more profitable for investors over the last year : 8.97 vs. BSGIX (-0.07). PMBPX return over 5 years is better than : 64.72 vs. BSGIX (27.76).
BSGIXPMBPXBSGIX / PMBPX
Total Expense Ratio0.850.83102%
Annual Report Gross Expense Ratio0.920.83111%
Fund Existence7 years24 years-
Gain YTD-10.9501.035-1,058%
Front LoadN/AN/A-
Min. Initial Investment100000-
Min. Initial Investment IRAN/AN/A-
Net Assets165M30.2B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-0.078.97-1%
Returns for 3 years9.2441.3822%
Returns for 5 years27.7664.7243%
Returns for 10 yearsN/A90.98-
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