PAPPX
Price
$31.90
Change
-$0.08 (-0.25%)
Updated
Dec 23 closing price
Net Assets
45.33M
PMBPX
Price
$42.33
Change
+$0.11 (+0.26%)
Updated
Dec 24 closing price
Net Assets
31.09B
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PAPPX vs PMBPX

Header iconPAPPX vs PMBPX Comparison
Open Charts PAPPX vs PMBPXBanner chart's image
Papp Small & Mid-Cap Growth
Price$31.90
Change-$0.08 (-0.25%)
VolumeN/A
Net Assets45.33M
Principal MidCap R5
Price$42.33
Change+$0.11 (+0.26%)
VolumeN/A
Net Assets31.09B
PAPPX vs PMBPX Comparison Chart in %
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PAPPX vs. PMBPX commentary
Dec 25, 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.1B vs. PAPPX (45.3M). PMBPX pays higher dividends than PAPPX: PMBPX (0.01) vs PAPPX (0.00). PAPPX was incepted earlier than PMBPX: PAPPX (16 years) vs PMBPX (25 years). PAPPX (1.70) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. PAPPX (4.00). PMBPX has a lower initial minimum investment than PAPPX: PMBPX (0) vs PAPPX (5000). PAPPX annual gain was more profitable for investors over the last year : 4.38 vs. PMBPX (-4.57). PMBPX return over 5 years is better than : 20.33 vs. PAPPX (0.25).
PAPPXPMBPXPAPPX / PMBPX
Total Expense Ratio1.260.83152%
Annual Report Gross Expense Ratio1.700.83205%
Fund Existence16 years25 years-
Gain YTD6.404-2.600-246%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets45.3M31.1B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year4.38-4.57-96%
Returns for 3 years21.9438.8956%
Returns for 5 years0.2520.331%
Returns for 10 years82.29105.5378%
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