PAPPX
Price
$30.87
Change
+$0.13 (+0.42%)
Updated
Feb 3 closing price
Net Assets
45.47M
PMBJX
Price
$37.80
Change
-$4.64 (-10.93%)
Updated
Feb 3 closing price
Net Assets
30.27B
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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$30.87
Change+$0.13 (+0.42%)
VolumeN/A
Net Assets45.47M
Principal MidCap J
Price$37.80
Change-$4.64 (-10.93%)
VolumeN/A
Net Assets30.27B
PAPPX vs PMBJX Comparison Chart in %
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PAPPX vs. PMBJX commentary
Feb 04, 2026

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: 30.3B vs. PAPPX (45.5M). PAPPX (0.00) and PMBJX (0.00) have matching dividends . 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: 13.70 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 : -1.94 vs. PMBJX (-11.50). PMBJX return over 5 years is better than : 11.44 vs. PAPPX (-2.12).
PAPPXPMBJXPAPPX / PMBJX
Total Expense Ratio1.260.78162%
Annual Report Gross Expense Ratio1.700.78218%
Fund Existence16 years25 years-
Gain YTD1.379-2.953-47%
Front LoadN/AN/A-
Min. Initial Investment50001000500%
Min. Initial Investment IRAN/AN/A-
Net Assets45.5M30.3B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year-1.94-11.5017%
Returns for 3 years9.3520.2646%
Returns for 5 years-2.1211.44-19%
Returns for 10 years98.01114.8185%
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