BSGSX
Price
$15.41
Change
-$0.27 (-1.72%)
Updated
Jun 13 closing price
Net Assets
153.15M
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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$15.41
Change-$0.27 (-1.72%)
VolumeN/A
Net Assets153.15M
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
BSGSX vs PMBPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
BSGSX vs. PMBPX 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 PMBPX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. BSGSX (153M). 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 : 10.26 vs. BSGSX (1.85). PMBPX return over 5 years is better than : 54.31 vs. BSGSX (23.18).
BSGSXPMBPXBSGSX / PMBPX
Total Expense Ratio1.100.83133%
Annual Report Gross Expense Ratio1.180.83142%
Fund Existence7 years25 years-
Gain YTD-9.0321.933-467%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets153M30.6B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year1.8510.2618%
Returns for 3 years11.0249.5222%
Returns for 5 years23.1854.3143%
Returns for 10 yearsN/A92.68-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
EM1.110.01
+0.83%
Smart Share Global Limited
HOLX64.75-0.47
-0.72%
Hologic
AMAL30.25-0.73
-2.36%
Amalgamated Financial Corp
MQ5.38-0.13
-2.36%
Marqeta
DFDV25.73-5.83
-18.47%
DeFi Development Corp