BSGIX
Price
$16.25
Change
+$0.14 (+0.87%)
Updated
Jul 3 closing price
Net Assets
154.34M
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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BSGIX vs PMBJX

Header iconBSGIX vs PMBJX Comparison
Open Charts BSGIX vs PMBJXBanner chart's image
Baird Small/Mid Cap Growth Institutional
Price$16.25
Change+$0.14 (+0.87%)
VolumeN/A
Net Assets154.34M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
BSGIX vs PMBJX Comparison Chart in %
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BSGIX vs. PMBJX 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 BSGIX is a Buy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. BSGIX (154M). PMBJX pays higher dividends than BSGIX: PMBJX (0.06) vs BSGIX (0.00). BSGIX was incepted earlier than PMBJX: BSGIX (7 years) vs PMBJX (24 years). BSGIX (0.93) is less costly to investors than PMBJX (0.78). BSGIX is a more actively managed with annual turnover of: 78.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than BSGIX: PMBJX (1000) vs BSGIX (10000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. BSGIX (5.93). PMBJX return over 5 years is better than : 58.39 vs. BSGIX (20.91).
BSGIXPMBJXBSGIX / PMBJX
Total Expense Ratio0.850.78109%
Annual Report Gross Expense Ratio0.930.78119%
Fund Existence7 years24 years-
Gain YTD-5.8527.057-83%
Front LoadN/AN/A-
Min. Initial Investment1000010001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets154M32.3B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year5.9315.2639%
Returns for 3 years12.9351.7925%
Returns for 5 years20.9158.3936%
Returns for 10 yearsN/A100.46-
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