PAPPX
Price
$30.08
Change
-$0.04 (-0.13%)
Updated
Jun 5 closing price
Net Assets
42.62M
PMBMX
Price
$41.99
Change
+$0.02 (+0.05%)
Updated
Jun 5 closing price
Net Assets
30.93B
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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$30.08
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets42.62M
Principal MidCap R3
Price$41.99
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets30.93B
PAPPX vs PMBMX Comparison Chart
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PAPPX vs. PMBMX 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.9B vs. PAPPX (42.6M). 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 : 9.92 vs. PAPPX (0.90). PMBMX return over 5 years is better than : 42.50 vs. PAPPX (14.13).
PAPPXPMBMXPAPPX / PMBMX
Total Expense Ratio1.261.14111%
Annual Report Gross Expense Ratio1.701.14149%
Fund Existence15 years25 years-
Gain YTD0.4672.74217%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets42.6M30.9B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year0.909.929%
Returns for 3 years13.8833.4042%
Returns for 5 years14.1342.5033%
Returns for 10 years66.0486.2477%
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