PAPPX
Price
$30.08
Change
-$0.04 (-0.13%)
Updated
Jun 5 closing price
Net Assets
42.62M
PMBJX
Price
$42.01
Change
+$0.01 (+0.02%)
Updated
Jun 5 closing price
Net Assets
30.93B
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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$30.08
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets42.62M
Principal MidCap J
Price$42.01
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets30.93B
PAPPX vs PMBJX Comparison Chart
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PAPPX vs. PMBJX commentary
Jun 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 StrongBuy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. PAPPX (42.6M). 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 (1.70) 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). PMBJX annual gain was more profitable for investors over the last year : 10.36 vs. PAPPX (0.90). PMBJX return over 5 years is better than : 44.91 vs. PAPPX (14.13).
PAPPXPMBJXPAPPX / PMBJX
Total Expense Ratio1.260.78162%
Annual Report Gross Expense Ratio1.700.78218%
Fund Existence15 years24 years-
Gain YTD0.4672.91616%
Front LoadN/AN/A-
Min. Initial Investment50001000500%
Min. Initial Investment IRAN/AN/A-
Net Assets42.6M30.9B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year0.9010.369%
Returns for 3 years13.8834.8340%
Returns for 5 years14.1344.9131%
Returns for 10 years66.0491.7572%
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