PAPPX
Price
$32.03
Change
+$0.09 (+0.28%)
Updated
Sep 5 closing price
Net Assets
45.42M
PMBMX
Price
$43.62
Change
-$0.13 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
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PAPPX vs PMBMX

Header iconPAPPX vs PMBMX Comparison
Open Charts PAPPX vs PMBMXBanner chart's image
Papp Small & Mid-Cap Growth
Price$32.03
Change+$0.09 (+0.28%)
VolumeN/A
Net Assets45.42M
Principal MidCap R3
Price$43.62
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets33.13B
PAPPX vs PMBMX Comparison Chart in %
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PAPPX vs. PMBMX commentary
Sep 08, 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.1B vs. PAPPX (45.4M). PMBMX pays higher dividends than PAPPX: PMBMX (0.02) vs PAPPX (0.00). PAPPX was incepted earlier than PMBMX: PAPPX (16 years) vs PMBMX (25 years). PAPPX (1.70) is less costly to investors than PMBMX (1.14). PMBMX is a more actively managed with annual turnover of: 10.50 vs. PAPPX (4.00). PMBMX has a lower initial minimum investment than PAPPX: PMBMX (0) vs PAPPX (5000). PMBMX annual gain was more profitable for investors over the last year : 8.59 vs. PAPPX (7.77). PMBMX return over 5 years is better than : 43.76 vs. PAPPX (13.26).
PAPPXPMBMXPAPPX / PMBMX
Total Expense Ratio1.261.14111%
Annual Report Gross Expense Ratio1.701.14149%
Fund Existence16 years25 years-
Gain YTD6.8386.781101%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets45.4M33.1B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year7.778.5991%
Returns for 3 years24.2043.9555%
Returns for 5 years13.2643.7630%
Returns for 10 years82.09101.6281%
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