PAPPX
Price
$31.21
Change
+$0.03 (+0.10%)
Updated
Oct 3 closing price
Net Assets
44.28M
PMBMX
Price
$43.08
Change
+$0.31 (+0.72%)
Updated
Oct 3 closing price
Net Assets
33.17B
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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$31.21
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets44.28M
Principal MidCap R3
Price$43.08
Change+$0.31 (+0.72%)
VolumeN/A
Net Assets33.17B
PAPPX vs PMBMX Comparison Chart in %
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PAPPX vs. PMBMX commentary
Oct 06, 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: 33.2B vs. PAPPX (44.3M). 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 (3.34) and PMBMX (3.33) have marching annual gain over last year. PMBMX return over 5 years is better than : 41.93 vs. PAPPX (11.74).
PAPPXPMBMXPAPPX / PMBMX
Total Expense Ratio1.261.14111%
Annual Report Gross Expense Ratio1.701.14149%
Fund Existence16 years25 years-
Gain YTD4.1035.45975%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets44.3M33.2B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year3.343.33100%
Returns for 3 years24.4446.4653%
Returns for 5 years11.7441.9328%
Returns for 10 years79.99104.2277%
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