PAPPX
Price
$30.33
Change
+$0.07 (+0.23%)
Updated
Nov 19 closing price
Net Assets
43.06M
PMBMX
Price
$40.47
Change
-$0.01 (-0.02%)
Updated
Nov 19 closing price
Net Assets
30.83B
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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$30.33
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets43.06M
Principal MidCap R3
Price$40.47
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets30.83B
PAPPX vs PMBMX Comparison Chart in %
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PAPPX vs. PMBMX 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 PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.8B vs. PAPPX (43.1M). PMBMX pays higher dividends than PAPPX: PMBMX (0.02) vs PAPPX (0.00). PAPPX was incepted earlier than PMBMX: PAPPX (16 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). PAPPX annual gain was more profitable for investors over the last year : -1.01 vs. PMBMX (-6.81). PMBMX return over 5 years is better than : 23.41 vs. PAPPX (0.73).
PAPPXPMBMXPAPPX / PMBMX
Total Expense Ratio1.261.14111%
Annual Report Gross Expense Ratio1.701.14149%
Fund Existence16 years25 years-
Gain YTD0.934-0.906-103%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets43.1M30.8B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year-1.01-6.8115%
Returns for 3 years11.6630.9538%
Returns for 5 years0.7323.413%
Returns for 10 years67.8383.6281%
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