BSGSX
Price
$15.41
Change
-$0.27 (-1.72%)
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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BSGSX vs PMBMX

Header iconBSGSX vs PMBMX Comparison
Open Charts BSGSX vs PMBMXBanner chart's image
Baird Small/Mid Cap Growth Investor
Price$15.41
Change-$0.27 (-1.72%)
VolumeN/A
Net Assets153.15M
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
BSGSX vs PMBMX Comparison Chart
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BSGSX 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 BSGSX is a Hold and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. BSGSX (153M). 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 : 9.71 vs. BSGSX (1.85). PMBMX return over 5 years is better than : 50.58 vs. BSGSX (23.18).
BSGSXPMBMXBSGSX / PMBMX
Total Expense Ratio1.101.1496%
Annual Report Gross Expense Ratio1.181.14104%
Fund Existence7 years25 years-
Gain YTD-9.0321.787-505%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets153M30.6B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year1.859.7119%
Returns for 3 years11.0247.3823%
Returns for 5 years23.1850.5846%
Returns for 10 yearsN/A83.54-
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