PAPPX
Price
$31.26
Change
+$0.05 (+0.16%)
Updated
Nov 12 closing price
Net Assets
44.4M
PMBPX
Price
$44.73
Change
+$0.07 (+0.16%)
Updated
Nov 12 closing price
Net Assets
31.95B
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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$31.26
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets44.4M
Principal MidCap R5
Price$44.73
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets31.95B
PAPPX vs PMBPX Comparison Chart in %
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PAPPX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. PAPPX (44.4M). 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 : 0.00 vs. PMBPX (-4.82). PMBPX return over 5 years is better than : 31.53 vs. PAPPX (3.82).
PAPPXPMBPXPAPPX / PMBPX
Total Expense Ratio1.260.83152%
Annual Report Gross Expense Ratio1.700.83205%
Fund Existence16 years25 years-
Gain YTD4.2702.922146%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets44.4M32B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year0.00-4.82-
Returns for 3 years14.0934.8240%
Returns for 5 years3.8231.5312%
Returns for 10 years78.94106.9974%
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