BMDSX
Price
$20.89
Change
+$0.01 (+0.05%)
Updated
Sep 8 closing price
Net Assets
1.3B
PMBPX
Price
$46.93
Change
+$0.42 (+0.90%)
Updated
Sep 8 closing price
Net Assets
33.36B
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BMDSX vs PMBPX

Header iconBMDSX vs PMBPX Comparison
Open Charts BMDSX vs PMBPXBanner chart's image
Baird Mid Cap Growth Investor
Price$20.89
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.3B
Principal MidCap R5
Price$46.93
Change+$0.42 (+0.90%)
VolumeN/A
Net Assets33.36B
BMDSX vs PMBPX Comparison Chart in %
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BMDSX vs. PMBPX commentary
Sep 09, 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 StrongBuy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.4B vs. BMDSX (1.3B). PMBPX pays higher dividends than BMDSX: PMBPX (0.01) vs BMDSX (0.00). BMDSX was incepted earlier than PMBPX: BMDSX (25 years) vs PMBPX (25 years). BMDSX (1.06) is less costly to investors than PMBPX (0.83). BMDSX is a more actively managed with annual turnover of: 40.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than BMDSX: PMBPX (0) vs BMDSX (2500). PMBPX annual gain was more profitable for investors over the last year : 9.16 vs. BMDSX (-3.02). PMBPX return over 5 years is better than : 47.38 vs. BMDSX (-12.53).
BMDSXPMBPXBMDSX / PMBPX
Total Expense Ratio1.060.83128%
Annual Report Gross Expense Ratio1.060.83128%
Fund Existence25 years25 years-
Gain YTD-1.7417.018-25%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.3B33.4B4%
Annual Yield % from dividends0.000.01-
Returns for 1 year-3.029.16-33%
Returns for 3 years2.4046.045%
Returns for 5 years-12.5347.38-26%
Returns for 10 years38.92111.6335%
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