BSGSX
Price
$15.93
Change
+$0.13 (+0.82%)
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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BSGSX vs PMBJX

Header iconBSGSX vs PMBJX Comparison
Open Charts BSGSX vs PMBJXBanner chart's image
Baird Small/Mid Cap Growth Investor
Price$15.93
Change+$0.13 (+0.82%)
VolumeN/A
Net Assets154.34M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
BSGSX vs PMBJX Comparison Chart in %
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BSGSX 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 BSGSX is a Buy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. BSGSX (154M). PMBJX pays higher dividends than BSGSX: PMBJX (0.06) vs BSGSX (0.00). BSGSX was incepted earlier than PMBJX: BSGSX (7 years) vs PMBJX (24 years). BSGSX (1.18) is less costly to investors than PMBJX (0.78). BSGSX is a more actively managed with annual turnover of: 78.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than BSGSX: PMBJX (1000) vs BSGSX (2500). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. BSGSX (5.64). PMBJX return over 5 years is better than : 58.39 vs. BSGSX (19.06).
BSGSXPMBJXBSGSX / PMBJX
Total Expense Ratio1.100.78141%
Annual Report Gross Expense Ratio1.180.78151%
Fund Existence7 years24 years-
Gain YTD-5.9627.057-84%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets154M32.3B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year5.6415.2637%
Returns for 3 years12.0351.7923%
Returns for 5 years19.0658.3933%
Returns for 10 yearsN/A100.46-
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