PAPPX
Price
$28.47
Change
+$0.55 (+1.97%)
Updated
Apr 24 closing price
Net Assets
39.57M
PMBJX
Price
$40.15
Change
+$0.58 (+1.47%)
Updated
Apr 24 closing price
Net Assets
28.88B
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PAPPX vs PMBJX

Header iconPAPPX vs PMBJX Comparison
Open Charts PAPPX vs PMBJXBanner chart's image
Papp Small & Mid-Cap Growth
Price$28.47
Change+$0.55 (+1.97%)
VolumeN/A
Net Assets39.57M
Principal MidCap J
Price$40.15
Change+$0.58 (+1.47%)
VolumeN/A
Net Assets28.88B
PAPPX vs PMBJX Comparison Chart
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PAPPX vs. PMBJX commentary
Apr 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 PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 28.9B vs. PAPPX (39.6M). PMBJX pays higher dividends than PAPPX: PMBJX (0.06) vs PAPPX (0.00). PAPPX was incepted earlier than PMBJX: PAPPX (15 years) vs PMBJX (24 years). PAPPX (1.72) is less costly to investors than PMBJX (0.82). PMBJX is a more actively managed with annual turnover of: 10.50 vs. PAPPX (4.00). PMBJX has a lower initial minimum investment than PAPPX: PMBJX (1000) vs PAPPX (5000). PMBJX annual gain was more profitable for investors over the last year : 6.61 vs. PAPPX (-5.23). PMBJX return over 5 years is better than : 66.71 vs. PAPPX (22.62).
PAPPXPMBJXPAPPX / PMBJX
Total Expense Ratio1.260.82154%
Annual Report Gross Expense Ratio1.720.82210%
Fund Existence15 years24 years-
Gain YTD-6.871-3.038226%
Front LoadN/AN/A-
Min. Initial Investment50001000500%
Min. Initial Investment IRAN/AN/A-
Net Assets39.6M28.9B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year-5.236.61-79%
Returns for 3 years0.7621.274%
Returns for 5 years22.6266.7134%
Returns for 10 years52.3279.1166%
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