BSGSX
Price
$15.84
Change
+$0.21 (+1.34%)
Updated
Sep 4 closing price
Net Assets
138.25M
PEMGX
Price
$45.59
Change
-$0.13 (-0.28%)
Updated
Sep 5 closing price
Net Assets
33.13B
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BSGSX vs PEMGX

Header iconBSGSX vs PEMGX Comparison
Open Charts BSGSX vs PEMGXBanner chart's image
Baird Small/Mid Cap Growth Investor
Price$15.84
Change+$0.21 (+1.34%)
VolumeN/A
Net Assets138.25M
Principal MidCap A
Price$45.59
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.13B
BSGSX vs PEMGX Comparison Chart in %
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BSGSX vs. PEMGX commentary
Sep 06, 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 BSGSX is a Hold and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.1B vs. BSGSX (138M). BSGSX (0.00) and PEMGX (0.00) have matching dividends . BSGSX was incepted earlier than PEMGX: BSGSX (7 years) vs PEMGX (20 years). BSGSX (1.18) is less costly to investors than PEMGX (0.91). BSGSX is a more actively managed with annual turnover of: 78.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than BSGSX: PEMGX (1000) vs BSGSX (2500). PEMGX annual gain was more profitable for investors over the last year : 9.33 vs. BSGSX (4.62). PEMGX return over 5 years is better than : 46.73 vs. BSGSX (12.02).
BSGSXPEMGXBSGSX / PEMGX
Total Expense Ratio1.100.91121%
Annual Report Gross Expense Ratio1.180.91130%
Fund Existence7 years20 years-
Gain YTD-6.4947.274-89%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets138M33.1B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year4.629.3350%
Returns for 3 years5.2545.8411%
Returns for 5 years12.0246.7326%
Returns for 10 yearsN/A108.77-
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