BMDSX vs RPMGX

Both BMDSX and RPMGX are mutual funds. BMDSX has a higher 5-year return than RPMGX (23% vs 18.79%). BMDSX has a higher expense ratio than RPMGX (1.07% vs 0.73%). Below is the comparison between BMDSX and RPMGX.

BMDSX RPMGX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Baird T. Rowe Price
Net Assets $213.30M $22.05B
Expense Ratio 1.07% 0.73%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $3,000.00 N/A
YTD Return 20.90% 14.82%
1-Year Return 7.86% 3.90%
3-Year Return 26.72% 20.53%
5-Year Return 23.00% 18.79%
10-Year Return 16.51% 16.54%

BMDSX description

The Fund seeks long-term growth of capital. To achieve its investment objective the Fund invests, under normal circumstances, at least 80% of its total assets in the equity securities of mid-capitalization companies, principally common stocks, preferred stocks and securities convertible into common stocks.

BMDSX performance & returns

YTD Return 20.90%
1-Month Return 1.70%
3-Month Return 7.86%
1-Year Return 7.86%
3-Year Return 26.72%
5-Year Return 23.00%
10-Year Return 16.51%
BMDSX expense ratio is 1.07%.

BMDSX holdings

Top 10 Holdings (26.95% of Total Assets)

Name Symbol % Assets
Monolithic Power Systems Inc MPWR 3.11%
Synopsys Inc SNPS 3.05%
EPAM Systems Inc EPAM 2.80%
Align Technology Inc ALGN 2.76%
Paycom Software Inc PAYC 2.72%
IDEXX Laboratories Inc IDXX 2.68%
Pool Corp POOL 2.62%
Chipotle Mexican Grill Inc Class A CMG 2.51%
Five Below Inc FIVE 2.36%
Generac Holdings Inc GNRC 2.34%

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RPMGX description

The Fund seeks to provide long-term capital appreciation by investing in mid-cap stocks with potential for above-average earnings growth.

RPMGX performance & returns

YTD Return 14.82%
1-Month Return 1.59%
3-Month Return 3.90%
1-Year Return 3.90%
3-Year Return 20.53%
5-Year Return 18.79%
10-Year Return 16.54%
RPMGX expense ratio is 0.73%.

RPMGX holdings

Top 10 Holdings (20.65% of Total Assets)

Name Symbol % Assets
Reserve Invt Fds N/A 3.06%
Hologic Inc HOLX 2.67%
Ball Corp BLL 2.35%
Teleflex Inc TFX 2.21%
Catalent Inc CTLT 2.02%
Agilent Technologies Inc A 1.80%
Microchip Technology Inc MCHP 1.70%
Match Group Inc MTCH 1.62%
Marvell Technology Group Ltd MRVL 1.62%
The Cooper Companies Inc COO 1.60%

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