PAPPX
Price
$31.41
Change
+$0.26 (+0.83%)
Updated
Jul 3 closing price
Net Assets
44.49M
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
Interact to see
Advertisement

PAPPX vs PMBMX

Header iconPAPPX vs PMBMX Comparison
Open Charts PAPPX vs PMBMXBanner chart's image
Papp Small & Mid-Cap Growth
Price$31.41
Change+$0.26 (+0.83%)
VolumeN/A
Net Assets44.49M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
PAPPX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PAPPX vs. PMBMX commentary
Jul 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. PAPPX (44.5M). PMBMX pays higher dividends than PAPPX: PMBMX (0.02) vs PAPPX (0.00). PAPPX was incepted earlier than PMBMX: PAPPX (15 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 : 14.80 vs. PAPPX (7.49). PMBMX return over 5 years is better than : 55.71 vs. PAPPX (20.62).
PAPPXPMBMXPAPPX / PMBMX
Total Expense Ratio1.261.14111%
Annual Report Gross Expense Ratio1.701.14149%
Fund Existence15 years25 years-
Gain YTD4.7706.85470%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets44.5M32.3B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year7.4914.8051%
Returns for 3 years25.8950.1952%
Returns for 5 years20.6255.7137%
Returns for 10 years72.3094.7476%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
DGRW85.220.51
+0.61%
WisdomTree US Quality Dividend Gr ETF
GVLU24.800.09
+0.36%
Gotham 1000 Value ETF
ABLD29.08N/A
N/A
Abacus FCF Real Assets Leaders ETF
THQ18.40-0.03
-0.16%
abrdn Healthcare Opportunities Fund
KTEC15.85-0.08
-0.50%
KraneShares Hang Seng TECH ETF