PAPPX
Price
$32.16
Change
+$0.08 (+0.25%)
Updated
Jul 25 closing price
Net Assets
45.54M
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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$32.16
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets45.54M
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
PAPPX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PAPPX vs. PMBMX commentary
Jul 28, 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: 33.2B vs. PAPPX (45.5M). 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 : 13.04 vs. PAPPX (8.21). PMBMX return over 5 years is better than : 52.44 vs. PAPPX (19.91).
PAPPXPMBMXPAPPX / PMBMX
Total Expense Ratio1.261.14111%
Annual Report Gross Expense Ratio1.701.14149%
Fund Existence15 years25 years-
Gain YTD7.2728.42186%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets45.5M33.2B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year8.2113.0463%
Returns for 3 years23.7447.2750%
Returns for 5 years19.9152.4438%
Returns for 10 years76.7097.4279%
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 %
PFN7.500.01
+0.13%
PIMCO Income Strategy Fund II
PSCJ28.69N/A
N/A
Pacer Swan SOS Conservative (July) ETF
QUVU25.52N/A
N/A
Hartford Quality Value ETF
AVEM70.53-0.53
-0.75%
Avantis Emerging Markets Equity ETF
OSOL4.81-0.15
-3.10%
Osprey Solana Trust