BSGIX
Price
$16.25
Change
+$0.14 (+0.87%)
Updated
Jul 3 closing price
Net Assets
154.34M
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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BSGIX vs PMBMX

Header iconBSGIX vs PMBMX Comparison
Open Charts BSGIX vs PMBMXBanner chart's image
Baird Small/Mid Cap Growth Institutional
Price$16.25
Change+$0.14 (+0.87%)
VolumeN/A
Net Assets154.34M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
BSGIX vs PMBMX Comparison Chart in %
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BSGIX 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 BSGIX is a Buy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. BSGIX (154M). PMBMX pays higher dividends than BSGIX: PMBMX (0.02) vs BSGIX (0.00). BSGIX was incepted earlier than PMBMX: BSGIX (7 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than BSGIX (0.93). BSGIX is a more actively managed with annual turnover of: 78.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than BSGIX: PMBMX (0) vs BSGIX (10000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. BSGIX (5.93). PMBMX return over 5 years is better than : 55.71 vs. BSGIX (20.91).
BSGIXPMBMXBSGIX / PMBMX
Total Expense Ratio0.851.1475%
Annual Report Gross Expense Ratio0.931.1482%
Fund Existence7 years25 years-
Gain YTD-5.8526.854-85%
Front LoadN/AN/A-
Min. Initial Investment100000-
Min. Initial Investment IRAN/AN/A-
Net Assets154M32.3B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year5.9314.8040%
Returns for 3 years12.9350.1926%
Returns for 5 years20.9155.7138%
Returns for 10 yearsN/A94.74-
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