BMIDX
Price
$18.04
Change
+$0.22 (+1.23%)
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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BMIDX vs PMBMX

Header iconBMIDX vs PMBMX Comparison
Open Charts BMIDX vs PMBMXBanner chart's image
Brown Advisory Mid-Cap Growth Investor
Price$18.04
Change+$0.22 (+1.23%)
VolumeN/A
Net Assets73.17M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
BMIDX vs PMBMX Comparison Chart in %
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BMIDX 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 BMIDX is a StrongBuy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. BMIDX (73.2M). PMBMX pays higher dividends than BMIDX: PMBMX (0.02) vs BMIDX (0.00). BMIDX was incepted earlier than PMBMX: BMIDX (8 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than BMIDX (1.00). BMIDX is a more actively managed with annual turnover of: 63.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than BMIDX: PMBMX (0) vs BMIDX (100). BMIDX annual gain was more profitable for investors over the last year : 17.60 vs. PMBMX (14.80). PMBMX return over 5 years is better than : 55.71 vs. BMIDX (29.32).
BMIDXPMBMXBMIDX / PMBMX
Total Expense Ratio0.981.1486%
Annual Report Gross Expense Ratio1.001.1488%
Fund Existence8 years25 years-
Gain YTD8.0246.854117%
Front LoadN/AN/A-
Min. Initial Investment1000-
Min. Initial Investment IRAN/AN/A-
Net Assets73.2M32.3B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year17.6014.80119%
Returns for 3 years45.4850.1991%
Returns for 5 years29.3255.7153%
Returns for 10 yearsN/A94.74-
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