BSGIX
Price
$15.72
Change
-$0.27 (-1.69%)
Updated
Jun 13 closing price
Net Assets
153.15M
PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$15.72
Change-$0.27 (-1.69%)
VolumeN/A
Net Assets153.15M
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
BSGIX vs PMBMX Comparison Chart
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BSGIX vs. PMBMX commentary
Jun 15, 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 Hold and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. BSGIX (153M). 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 : 9.71 vs. BSGIX (2.14). PMBMX return over 5 years is better than : 50.58 vs. BSGIX (25.06).
BSGIXPMBMXBSGIX / PMBMX
Total Expense Ratio0.851.1475%
Annual Report Gross Expense Ratio0.931.1482%
Fund Existence7 years25 years-
Gain YTD-8.9221.787-499%
Front LoadN/AN/A-
Min. Initial Investment100000-
Min. Initial Investment IRAN/AN/A-
Net Assets153M30.6B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year2.149.7122%
Returns for 3 years11.8947.3825%
Returns for 5 years25.0650.5850%
Returns for 10 yearsN/A83.54-
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