BSGSX
Price
$15.93
Change
+$0.13 (+0.82%)
Updated
Jul 3 closing price
Net Assets
154.34M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
Interact to see
Advertisement

BSGSX vs PMBPX

Header iconBSGSX vs PMBPX Comparison
Open Charts BSGSX vs PMBPXBanner chart's image
Baird Small/Mid Cap Growth Investor
Price$15.93
Change+$0.13 (+0.82%)
VolumeN/A
Net Assets154.34M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
BSGSX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BSGSX vs. PMBPX 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 PMBPX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. BSGSX (154M). PMBPX pays higher dividends than BSGSX: PMBPX (0.01) vs BSGSX (0.00). BSGSX was incepted earlier than PMBPX: BSGSX (7 years) vs PMBPX (25 years). BSGSX (1.18) is less costly to investors than PMBPX (0.83). BSGSX is a more actively managed with annual turnover of: 78.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than BSGSX: PMBPX (0) vs BSGSX (2500). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. BSGSX (5.64). PMBPX return over 5 years is better than : 59.60 vs. BSGSX (19.06).
BSGSXPMBPXBSGSX / PMBPX
Total Expense Ratio1.100.83133%
Annual Report Gross Expense Ratio1.180.83142%
Fund Existence7 years25 years-
Gain YTD-5.9627.041-85%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets154M32.3B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year5.6415.4137%
Returns for 3 years12.0352.3923%
Returns for 5 years19.0659.6032%
Returns for 10 yearsN/A104.46-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
VRSGX31.330.25
+0.80%
Virtus KAR Small-Cap Growth R6
JGEFX12.970.07
+0.54%
JHancock Global Equity I
BAILX12.250.04
+0.33%
Brown Advisory Sustainable Intl Ldrs Ins
SNTKX25.310.06
+0.24%
Steward International Enhanced Index A
TRZRX15.59N/A
N/A
T. Rowe Price Real Assets Z