BSGSX
Price
$15.90
Change
+$0.14 (+0.89%)
Updated
Jul 25 closing price
Net Assets
149.74M
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.03B
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BSGSX vs PMBPX

Header iconBSGSX vs PMBPX Comparison
Open Charts BSGSX vs PMBPXBanner chart's image
Baird Small/Mid Cap Growth Investor
Price$15.90
Change+$0.14 (+0.89%)
VolumeN/A
Net Assets149.74M
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.03B
BSGSX vs PMBPX Comparison Chart in %
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BSGSX vs. PMBPX commentary
Jul 26, 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 Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. BSGSX (150M). PMBPX pays higher dividends than BSGSX: PMBPX (0.01) vs BSGSX (0.00). BSGSX was incepted earlier than PMBPX: BSGSX (7 years) vs PMBPX (25 years). BSGSX (1.18) is less costly to investors than PMBPX (0.83). BSGSX is a more actively managed with annual turnover of: 78.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than BSGSX: PMBPX (0) vs BSGSX (2500). PMBPX annual gain was more profitable for investors over the last year : 12.81 vs. BSGSX (3.14). PMBPX return over 5 years is better than : 55.16 vs. BSGSX (14.53).
BSGSXPMBPXBSGSX / PMBPX
Total Expense Ratio1.100.83133%
Annual Report Gross Expense Ratio1.180.83142%
Fund Existence7 years25 years-
Gain YTD-6.9667.846-89%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets150M33B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year3.1412.8125%
Returns for 3 years5.2148.3311%
Returns for 5 years14.5355.1626%
Returns for 10 yearsN/A105.82-
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