PAPPX
Price
$30.83
Change
-$0.43 (-1.38%)
Updated
Nov 13 closing price
Net Assets
44.48M
PMBMX
Price
$41.26
Change
-$0.65 (-1.55%)
Updated
Nov 13 closing price
Net Assets
31.99B
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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$30.83
Change-$0.43 (-1.38%)
VolumeN/A
Net Assets44.48M
Principal MidCap R3
Price$41.26
Change-$0.65 (-1.55%)
VolumeN/A
Net Assets31.99B
PAPPX vs PMBMX Comparison Chart in %
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PAPPX vs. PMBMX commentary
Nov 14, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32B vs. PAPPX (44.5M). 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). PAPPX annual gain was more profitable for investors over the last year : 0.00 vs. PMBMX (-5.35). PMBMX return over 5 years is better than : 28.27 vs. PAPPX (3.82).
PAPPXPMBMXPAPPX / PMBMX
Total Expense Ratio1.261.14111%
Annual Report Gross Expense Ratio1.701.14149%
Fund Existence16 years25 years-
Gain YTD4.2702.595165%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets44.5M32B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year0.00-5.35-
Returns for 3 years14.0932.8243%
Returns for 5 years3.8228.2714%
Returns for 10 years78.9496.9981%
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