PAPPX
Price
$30.02
Change
-$0.48 (-1.57%)
Updated
Jun 13 closing price
Net Assets
42.54M
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$30.02
Change-$0.48 (-1.57%)
VolumeN/A
Net Assets42.54M
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
PAPPX vs PMBPX Comparison Chart
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PAPPX vs. PMBPX commentary
Jun 16, 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 StrongBuy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. PAPPX (42.5M). 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 : 10.26 vs. PAPPX (1.15). PMBPX return over 5 years is better than : 54.31 vs. PAPPX (21.49).
PAPPXPMBPXPAPPX / PMBPX
Total Expense Ratio1.260.83152%
Annual Report Gross Expense Ratio1.700.83205%
Fund Existence15 years25 years-
Gain YTD0.1331.9337%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets42.5M30.6B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year1.1510.2611%
Returns for 3 years24.8849.5250%
Returns for 5 years21.4954.3140%
Returns for 10 years63.7892.6869%
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