PAPPX
Price
$30.89
Change
+$0.16 (+0.52%)
Updated
Jul 16 closing price
Net Assets
43.51M
PMBMX
Price
$43.07
Change
+$0.35 (+0.82%)
Updated
Jul 16 closing price
Net Assets
31.8B
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PAPPX vs PMBMX

Header iconPAPPX vs PMBMX Comparison
Open Charts PAPPX vs PMBMXBanner chart's image
Papp Small & Mid-Cap Growth
Price$30.89
Change+$0.16 (+0.52%)
VolumeN/A
Net Assets43.51M
Principal MidCap R3
Price$43.07
Change+$0.35 (+0.82%)
VolumeN/A
Net Assets31.8B
PAPPX vs PMBMX Comparison Chart in %
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PAPPX vs. PMBMX commentary
Jul 17, 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.8B vs. PAPPX (43.5M). PMBMX pays higher dividends than PAPPX: PMBMX (0.02) vs PAPPX (0.00). PAPPX was incepted earlier than PMBMX: PAPPX (15 years) vs PMBMX (25 years). PAPPX (1.70) is less costly to investors than PMBMX (1.14). PMBMX is a more actively managed with annual turnover of: 10.50 vs. PAPPX (4.00). PMBMX has a lower initial minimum investment than PAPPX: PMBMX (0) vs PAPPX (5000). PMBMX annual gain was more profitable for investors over the last year : 7.09 vs. PAPPX (1.02). PMBMX return over 5 years is better than : 47.39 vs. PAPPX (14.03).
PAPPXPMBMXPAPPX / PMBMX
Total Expense Ratio1.261.14111%
Annual Report Gross Expense Ratio1.701.14149%
Fund Existence15 years25 years-
Gain YTD2.5024.57855%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets43.5M31.8B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year1.027.0914%
Returns for 3 years21.5646.3846%
Returns for 5 years14.0347.3930%
Returns for 10 years66.5687.4976%
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