PAPPX
Price
$30.33
Change
+$0.07 (+0.23%)
Updated
Nov 19 closing price
Net Assets
43.06M
PMBJX
Price
$40.56
Change
-$0.02 (-0.05%)
Updated
Nov 19 closing price
Net Assets
30.83B
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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$30.33
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets43.06M
Principal MidCap J
Price$40.56
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets30.83B
PAPPX vs PMBJX Comparison Chart in %
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PAPPX vs. PMBJX commentary
Nov 20, 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 Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.8B vs. PAPPX (43.1M). 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 : -1.01 vs. PMBJX (-6.46). PMBJX return over 5 years is better than : 25.52 vs. PAPPX (0.73).
PAPPXPMBJXPAPPX / PMBJX
Total Expense Ratio1.260.78162%
Annual Report Gross Expense Ratio1.700.78218%
Fund Existence16 years25 years-
Gain YTD0.934-0.564-166%
Front LoadN/AN/A-
Min. Initial Investment50001000500%
Min. Initial Investment IRAN/AN/A-
Net Assets43.1M30.8B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year-1.01-6.4616%
Returns for 3 years11.6632.3936%
Returns for 5 years0.7325.523%
Returns for 10 years67.8389.1276%
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