BAFMX
Price
$18.26
Change
+$0.22 (+1.22%)
Updated
Jul 3 closing price
Net Assets
73.17M
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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BAFMX vs PMBMX

Header iconBAFMX vs PMBMX Comparison
Open Charts BAFMX vs PMBMXBanner chart's image
Brown Advisory Mid-Cap Growth Instl
Price$18.26
Change+$0.22 (+1.22%)
VolumeN/A
Net Assets73.17M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
BAFMX vs PMBMX Comparison Chart in %
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BAFMX vs. PMBMX commentary
Jul 07, 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 BAFMX is a StrongBuy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. BAFMX (73.2M). PMBMX pays higher dividends than BAFMX: PMBMX (0.02) vs BAFMX (0.00). BAFMX was incepted earlier than PMBMX: BAFMX (7 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than BAFMX (0.85). BAFMX is a more actively managed with annual turnover of: 63.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than BAFMX: PMBMX (0) vs BAFMX (1000000). BAFMX annual gain was more profitable for investors over the last year : 17.81 vs. PMBMX (14.80). PMBMX return over 5 years is better than : 55.71 vs. BAFMX (30.43).
BAFMXPMBMXBAFMX / PMBMX
Total Expense Ratio0.831.1473%
Annual Report Gross Expense Ratio0.851.1475%
Fund Existence7 years25 years-
Gain YTD8.1116.854118%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets73.2M32.3B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year17.8114.80120%
Returns for 3 years46.2050.1992%
Returns for 5 years30.4355.7155%
Returns for 10 yearsN/A94.74-
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