PAPPX
Price
$31.41
Change
+$0.26 (+0.83%)
Updated
Jul 3 closing price
Net Assets
44.49M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$31.41
Change+$0.26 (+0.83%)
VolumeN/A
Net Assets44.49M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
PAPPX vs PMBPX Comparison Chart in %
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PAPPX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. PAPPX (44.5M). PMBPX pays higher dividends than PAPPX: PMBPX (0.01) vs PAPPX (0.00). PAPPX was incepted earlier than PMBPX: PAPPX (15 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). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. PAPPX (7.49). PMBPX return over 5 years is better than : 59.60 vs. PAPPX (20.62).
PAPPXPMBPXPAPPX / PMBPX
Total Expense Ratio1.260.83152%
Annual Report Gross Expense Ratio1.700.83205%
Fund Existence15 years25 years-
Gain YTD4.7707.04168%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets44.5M32.3B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year7.4915.4149%
Returns for 3 years25.8952.3949%
Returns for 5 years20.6259.6035%
Returns for 10 years72.30104.4669%
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