BAFMX
Price
$18.55
Change
+$0.01 (+0.05%)
Updated
Jul 28 closing price
Net Assets
72.41M
PMBPX
Price
$46.97
Change
-$0.23 (-0.49%)
Updated
Jul 28 closing price
Net Assets
33.21B
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BAFMX vs PMBPX

Header iconBAFMX vs PMBPX Comparison
Open Charts BAFMX vs PMBPXBanner chart's image
Brown Advisory Mid-Cap Growth Instl
Price$18.55
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets72.41M
Principal MidCap R5
Price$46.97
Change-$0.23 (-0.49%)
VolumeN/A
Net Assets33.21B
BAFMX vs PMBPX Comparison Chart in %
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BAFMX vs. PMBPX commentary
Jul 29, 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 Buy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. BAFMX (72.4M). PMBPX pays higher dividends than BAFMX: PMBPX (0.01) vs BAFMX (0.00). BAFMX was incepted earlier than PMBPX: BAFMX (7 years) vs PMBPX (25 years). BAFMX (0.85) and PMBPX (0.83) have similar cost to investors . BAFMX is a more actively managed with annual turnover of: 63.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than BAFMX: PMBPX (0) vs BAFMX (1000000). BAFMX annual gain was more profitable for investors over the last year : 21.00 vs. PMBPX (11.21). PMBPX return over 5 years is better than : 52.86 vs. BAFMX (27.49).
BAFMXPMBPXBAFMX / PMBPX
Total Expense Ratio0.830.83100%
Annual Report Gross Expense Ratio0.850.83102%
Fund Existence7 years25 years-
Gain YTD9.8288.076122%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets72.4M33.2B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year21.0011.21187%
Returns for 3 years37.5140.4793%
Returns for 5 years27.4952.8652%
Returns for 10 yearsN/A102.98-
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