PAPPX
Price
$30.66
Change
+$0.14 (+0.46%)
Updated
Oct 17 closing price
Net Assets
43.43M
PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
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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$30.66
Change+$0.14 (+0.46%)
VolumeN/A
Net Assets43.43M
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
PAPPX vs PMBJX Comparison Chart in %
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PAPPX vs. PMBJX commentary
Oct 19, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. PAPPX (43.4M). 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 : 0.07 vs. PMBJX (-3.03). PMBJX return over 5 years is better than : 34.98 vs. PAPPX (3.83).
PAPPXPMBJXPAPPX / PMBJX
Total Expense Ratio1.260.78162%
Annual Report Gross Expense Ratio1.700.78218%
Fund Existence16 years25 years-
Gain YTD2.2682.30398%
Front LoadN/AN/A-
Min. Initial Investment50001000500%
Min. Initial Investment IRAN/AN/A-
Net Assets43.4M31.8B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year0.07-3.03-2%
Returns for 3 years25.0448.6751%
Returns for 5 years3.8334.9811%
Returns for 10 years73.1298.6174%
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