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

Header iconBSGSX vs PMBMX Comparison
Open Charts BSGSX vs PMBMXBanner chart's image
Baird Small/Mid Cap Growth Investor
Price$15.93
Change+$0.13 (+0.82%)
VolumeN/A
Net Assets154.34M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
BSGSX vs PMBMX Comparison Chart in %
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BSGSX 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 BSGSX is a Buy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. BSGSX (154M). PMBMX pays higher dividends than BSGSX: PMBMX (0.02) vs BSGSX (0.00). BSGSX was incepted earlier than PMBMX: BSGSX (7 years) vs PMBMX (25 years). BSGSX (1.18) and PMBMX (1.14) have similar cost to investors . BSGSX is a more actively managed with annual turnover of: 78.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than BSGSX: PMBMX (0) vs BSGSX (2500). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. BSGSX (5.64). PMBMX return over 5 years is better than : 55.71 vs. BSGSX (19.06).
BSGSXPMBMXBSGSX / PMBMX
Total Expense Ratio1.101.1496%
Annual Report Gross Expense Ratio1.181.14104%
Fund Existence7 years25 years-
Gain YTD-5.9626.854-87%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets154M32.3B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year5.6414.8038%
Returns for 3 years12.0350.1924%
Returns for 5 years19.0655.7134%
Returns for 10 yearsN/A94.74-
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