PAPPX
Price
$31.90
Change
-$0.08 (-0.25%)
Updated
Dec 23 closing price
Net Assets
45.33M
PMBJX
Price
$39.60
Change
+$0.10 (+0.25%)
Updated
Dec 24 closing price
Net Assets
31.09B
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PAPPX vs PMBJX

Header iconPAPPX vs PMBJX Comparison
Open Charts PAPPX vs PMBJXBanner chart's image
Papp Small & Mid-Cap Growth
Price$31.90
Change-$0.08 (-0.25%)
VolumeN/A
Net Assets45.33M
Principal MidCap J
Price$39.60
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets31.09B
PAPPX vs PMBJX Comparison Chart in %
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PAPPX vs. PMBJX commentary
Dec 25, 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 PAPPX is a Buy and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.1B vs. PAPPX (45.3M). PMBJX pays higher dividends than PAPPX: PMBJX (0.06) vs PAPPX (0.00). PAPPX was incepted earlier than PMBJX: PAPPX (16 years) vs PMBJX (25 years). PAPPX (1.70) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. PAPPX (4.00). PMBJX has a lower initial minimum investment than PAPPX: PMBJX (1000) vs PAPPX (5000). PAPPX annual gain was more profitable for investors over the last year : 4.38 vs. PMBJX (-4.93). PMBJX return over 5 years is better than : 18.95 vs. PAPPX (0.25).
PAPPXPMBJXPAPPX / PMBJX
Total Expense Ratio1.260.78162%
Annual Report Gross Expense Ratio1.700.78218%
Fund Existence16 years25 years-
Gain YTD6.404-2.965-216%
Front LoadN/AN/A-
Min. Initial Investment50001000500%
Min. Initial Investment IRAN/AN/A-
Net Assets45.3M31.1B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year4.38-4.93-89%
Returns for 3 years21.9438.0658%
Returns for 5 years0.2518.951%
Returns for 10 years82.29101.3181%
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