BSGSX
Price
$14.80
Change
+$0.27 (+1.86%)
Updated
Apr 24 closing price
Net Assets
159.96M
PMBPX
Price
$42.75
Change
+$0.61 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
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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$14.80
Change+$0.27 (+1.86%)
VolumeN/A
Net Assets159.96M
Principal MidCap R5
Price$42.75
Change+$0.61 (+1.45%)
VolumeN/A
Net Assets28.88B
BSGSX vs PMBPX Comparison Chart
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BSGSX vs. PMBPX commentary
Apr 25, 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: 28.9B vs. BSGSX (160M). PMBPX pays higher dividends than BSGSX: PMBPX (0.01) vs BSGSX (0.00). BSGSX was incepted earlier than PMBPX: BSGSX (6 years) vs PMBPX (24 years). BSGSX (1.17) is less costly to investors than PMBPX (0.84). BSGSX is a more actively managed with annual turnover of: 48.00 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 : 6.75 vs. BSGSX (-4.19). PMBPX return over 5 years is better than : 68.04 vs. BSGSX (31.84).
BSGSXPMBPXBSGSX / PMBPX
Total Expense Ratio1.100.84131%
Annual Report Gross Expense Ratio1.170.84139%
Fund Existence6 years24 years-
Gain YTD-14.935-3.037492%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets160M28.9B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-4.196.75-62%
Returns for 3 years-6.9721.73-32%
Returns for 5 years31.8468.0447%
Returns for 10 yearsN/A82.65-
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