BSGSX
Price
$15.90
Change
+$0.14 (+0.89%)
Updated
Jul 25 closing price
Net Assets
150.55M
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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BSGSX vs PMBPX

Header iconBSGSX vs PMBPX Comparison
Open Charts BSGSX vs PMBPXBanner chart's image
Baird Small/Mid Cap Growth Investor
Price$15.90
Change+$0.14 (+0.89%)
VolumeN/A
Net Assets150.55M
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
BSGSX vs PMBPX Comparison Chart in %
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BSGSX vs. PMBPX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. BSGSX (151M). 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 : 13.61 vs. BSGSX (4.06). PMBPX return over 5 years is better than : 56.25 vs. BSGSX (15.55).
BSGSXPMBPXBSGSX / PMBPX
Total Expense Ratio1.100.83133%
Annual Report Gross Expense Ratio1.180.83142%
Fund Existence7 years25 years-
Gain YTD-6.1398.606-71%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets151M33.2B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year4.0613.6130%
Returns for 3 years6.1449.3812%
Returns for 5 years15.5556.2528%
Returns for 10 yearsN/A107.27-
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