PAPPX
Price
$31.38
Change
-$0.01 (-0.03%)
Updated
Oct 24 closing price
Net Assets
44.65M
PMBJX
Price
$42.31
Change
+$0.03 (+0.07%)
Updated
Oct 24 closing price
Net Assets
32.32B
Interact to see
Advertisement

PAPPX vs PMBJX

Header iconPAPPX vs PMBJX Comparison
Open Charts PAPPX vs PMBJXBanner chart's image
Papp Small & Mid-Cap Growth
Price$31.38
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets44.65M
Principal MidCap J
Price$42.31
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets32.32B
PAPPX vs PMBJX Comparison Chart in %
View a ticker or compare two or three
VS
PAPPX vs. PMBJX commentary
Oct 27, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. PAPPX (44.7M). PMBJX pays higher dividends than PAPPX: PMBJX (0.06) vs PAPPX (0.00). PAPPX was incepted earlier than PMBJX: PAPPX (16 years) vs PMBJX (25 years). PAPPX (1.70) is less costly to investors than PMBJX (0.78). 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). PAPPX annual gain was more profitable for investors over the last year : 4.70 vs. PMBJX (-0.08). PMBJX return over 5 years is better than : 37.59 vs. PAPPX (7.21).
PAPPXPMBJXPAPPX / PMBJX
Total Expense Ratio1.260.78162%
Annual Report Gross Expense Ratio1.700.78218%
Fund Existence16 years25 years-
Gain YTD4.6703.676127%
Front LoadN/AN/A-
Min. Initial Investment50001000500%
Min. Initial Investment IRAN/AN/A-
Net Assets44.7M32.3B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year4.70-0.08-5,776%
Returns for 3 years24.1847.8751%
Returns for 5 years7.2137.5919%
Returns for 10 years78.91100.6178%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
XLG58.690.62
+1.07%
Invesco S&P 500® Top 50 ETF
LCG33.640.27
+0.80%
Sterling Capital Focus Equity ETF
HYHG64.500.15
+0.23%
ProShares High Yield—Interest Rate Hdgd
SCCR26.160.04
+0.15%
Schwab® Core Bond ETF
DBEU47.330.03
+0.06%
Xtrackers MSCI Europe Hedged Equity ETF