BMDSX
Price
$20.65
Change
-$0.03 (-0.15%)
Updated
Aug 15 closing price
Net Assets
1.34B
PMBMX
Price
$43.13
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
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BMDSX vs PMBMX

Header iconBMDSX vs PMBMX Comparison
Open Charts BMDSX vs PMBMXBanner chart's image
Baird Mid Cap Growth Investor
Price$20.65
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets1.34B
Principal MidCap R3
Price$43.13
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.48B
BMDSX vs PMBMX Comparison Chart in %
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BMDSX vs. PMBMX commentary
Aug 18, 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 BMDSX is a Hold and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.5B vs. BMDSX (1.34B). PMBMX pays higher dividends than BMDSX: PMBMX (0.02) vs BMDSX (0.00). BMDSX was incepted earlier than PMBMX: BMDSX (25 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than BMDSX (1.06). BMDSX is a more actively managed with annual turnover of: 40.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than BMDSX: PMBMX (0) vs BMDSX (2500). PMBMX annual gain was more profitable for investors over the last year : 8.56 vs. BMDSX (-5.19). PMBMX return over 5 years is better than : 41.63 vs. BMDSX (-14.63).
BMDSXPMBMXBMDSX / PMBMX
Total Expense Ratio1.061.1493%
Annual Report Gross Expense Ratio1.061.1493%
Fund Existence25 years25 years-
Gain YTD-2.8245.581-51%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.34B32.5B4%
Annual Yield % from dividends0.000.02-
Returns for 1 year-5.198.56-61%
Returns for 3 years-9.9028.85-34%
Returns for 5 years-14.6341.63-35%
Returns for 10 years30.3787.3235%
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