BAFMX
Price
$18.26
Change
+$0.22 (+1.22%)
Updated
Jul 3 closing price
Net Assets
73.17M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$18.26
Change+$0.22 (+1.22%)
VolumeN/A
Net Assets73.17M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
BAFMX vs PMBPX Comparison Chart in %
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BAFMX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. BAFMX (73.2M). 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 : 17.81 vs. PMBPX (15.41). PMBPX return over 5 years is better than : 59.60 vs. BAFMX (30.43).
BAFMXPMBPXBAFMX / PMBPX
Total Expense Ratio0.830.83100%
Annual Report Gross Expense Ratio0.850.83102%
Fund Existence7 years25 years-
Gain YTD8.1117.041115%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets73.2M32.3B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year17.8115.41116%
Returns for 3 years46.2052.3988%
Returns for 5 years30.4359.6051%
Returns for 10 yearsN/A104.46-
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