PAPPX
Price
$31.79
Change
-$0.13 (-0.41%)
Updated
Aug 15 closing price
Net Assets
45.09M
PMBJX
Price
$43.19
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
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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$31.79
Change-$0.13 (-0.41%)
VolumeN/A
Net Assets45.09M
Principal MidCap J
Price$43.19
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.48B
PAPPX vs PMBJX Comparison Chart in %
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PAPPX vs. PMBJX commentary
Aug 17, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.5B vs. PAPPX (45.1M). PMBJX pays higher dividends than PAPPX: PMBJX (0.06) vs PAPPX (0.00). PAPPX was incepted earlier than PMBJX: PAPPX (15 years) vs PMBJX (24 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). PMBJX annual gain was more profitable for investors over the last year : 8.97 vs. PAPPX (7.65). PMBJX return over 5 years is better than : 44.05 vs. PAPPX (12.02).
PAPPXPMBJXPAPPX / PMBJX
Total Expense Ratio1.260.78162%
Annual Report Gross Expense Ratio1.700.78218%
Fund Existence15 years24 years-
Gain YTD6.0375.832104%
Front LoadN/AN/A-
Min. Initial Investment50001000500%
Min. Initial Investment IRAN/AN/A-
Net Assets45.1M32.5B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year7.658.9785%
Returns for 3 years12.0930.2540%
Returns for 5 years12.0244.0527%
Returns for 10 years71.2892.9077%
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