PAPPX
Price
$28.47
Change
+$0.55 (+1.97%)
Updated
Apr 24 closing price
Net Assets
39.57M
PMBMX
Price
$40.14
Change
+$0.58 (+1.47%)
Updated
Apr 24 closing price
Net Assets
28.88B
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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$28.47
Change+$0.55 (+1.97%)
VolumeN/A
Net Assets39.57M
Principal MidCap R3
Price$40.14
Change+$0.58 (+1.47%)
VolumeN/A
Net Assets28.88B
PAPPX vs PMBMX Comparison Chart
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PAPPX vs. PMBMX commentary
Apr 25, 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: 28.9B vs. PAPPX (39.6M). PMBMX pays higher dividends than PAPPX: PMBMX (0.02) vs PAPPX (0.00). PAPPX was incepted earlier than PMBMX: PAPPX (15 years) vs PMBMX (24 years). PAPPX (1.72) is less costly to investors than PMBMX (1.15). 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 : 6.20 vs. PAPPX (-5.23). PMBMX return over 5 years is better than : 63.91 vs. PAPPX (22.62).
PAPPXPMBMXPAPPX / PMBMX
Total Expense Ratio1.261.15110%
Annual Report Gross Expense Ratio1.721.15150%
Fund Existence15 years24 years-
Gain YTD-6.871-3.158218%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets39.6M28.9B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year-5.236.20-84%
Returns for 3 years0.7619.984%
Returns for 5 years22.6263.9135%
Returns for 10 years52.3273.9371%
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