BSGIX
Price
$15.72
Change
-$0.27 (-1.69%)
Updated
Jun 13 closing price
Net Assets
153.15M
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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BSGIX vs PMBPX

Header iconBSGIX vs PMBPX Comparison
Open Charts BSGIX vs PMBPXBanner chart's image
Baird Small/Mid Cap Growth Institutional
Price$15.72
Change-$0.27 (-1.69%)
VolumeN/A
Net Assets153.15M
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
BSGIX vs PMBPX Comparison Chart
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BSGIX vs. PMBPX commentary
Jun 16, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. BSGIX (153M). PMBPX pays higher dividends than BSGIX: PMBPX (0.01) vs BSGIX (0.00). BSGIX was incepted earlier than PMBPX: BSGIX (7 years) vs PMBPX (25 years). BSGIX (0.93) is less costly to investors than PMBPX (0.83). BSGIX is a more actively managed with annual turnover of: 78.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than BSGIX: PMBPX (0) vs BSGIX (10000). PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. BSGIX (2.14). PMBPX return over 5 years is better than : 54.31 vs. BSGIX (25.06).
BSGIXPMBPXBSGIX / PMBPX
Total Expense Ratio0.850.83102%
Annual Report Gross Expense Ratio0.930.83112%
Fund Existence7 years25 years-
Gain YTD-8.9221.933-462%
Front LoadN/AN/A-
Min. Initial Investment100000-
Min. Initial Investment IRAN/AN/A-
Net Assets153M30.6B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year2.1410.2621%
Returns for 3 years11.8949.5224%
Returns for 5 years25.0654.3146%
Returns for 10 yearsN/A92.68-
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