BSGSX
Price
$15.41
Change
-$0.27 (-1.72%)
Updated
Jun 13 closing price
Net Assets
155.71M
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
31.03B
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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$15.41
Change-$0.27 (-1.72%)
VolumeN/A
Net Assets155.71M
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets31.03B
BSGSX vs PMBPX Comparison Chart
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BSGSX vs. PMBPX commentary
Jun 14, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31B vs. BSGSX (156M). 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 : 11.98 vs. BSGSX (2.95). PMBPX return over 5 years is better than : 56.72 vs. BSGSX (25.34).
BSGSXPMBPXBSGSX / PMBPX
Total Expense Ratio1.100.83133%
Annual Report Gross Expense Ratio1.180.83142%
Fund Existence7 years25 years-
Gain YTD-7.4383.520-211%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets156M31B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year2.9511.9825%
Returns for 3 years12.9751.8525%
Returns for 5 years25.3456.7245%
Returns for 10 yearsN/A95.68-
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