PAPPX
Price
$28.47
Change
+$0.55 (+1.97%)
Updated
Apr 24 closing price
Net Assets
39.57M
PMBPX
Price
$42.75
Change
+$0.61 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
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PAPPX vs PMBPX

Header iconPAPPX vs PMBPX Comparison
Open Charts PAPPX vs PMBPXBanner chart's image
Papp Small & Mid-Cap Growth
Price$28.47
Change+$0.55 (+1.97%)
VolumeN/A
Net Assets39.57M
Principal MidCap R5
Price$42.75
Change+$0.61 (+1.45%)
VolumeN/A
Net Assets28.88B
PAPPX vs PMBPX Comparison Chart
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PAPPX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.9B vs. PAPPX (39.6M). PMBPX pays higher dividends than PAPPX: PMBPX (0.01) vs PAPPX (0.00). PAPPX was incepted earlier than PMBPX: PAPPX (15 years) vs PMBPX (24 years). PAPPX (1.72) is less costly to investors than PMBPX (0.84). PMBPX is a more actively managed with annual turnover of: 10.50 vs. PAPPX (4.00). PMBPX has a lower initial minimum investment than PAPPX: PMBPX (0) vs PAPPX (5000). PMBPX annual gain was more profitable for investors over the last year : 6.75 vs. PAPPX (-5.23). PMBPX return over 5 years is better than : 68.04 vs. PAPPX (22.62).
PAPPXPMBPXPAPPX / PMBPX
Total Expense Ratio1.260.84150%
Annual Report Gross Expense Ratio1.720.84205%
Fund Existence15 years24 years-
Gain YTD-6.871-3.037226%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets39.6M28.9B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year-5.236.75-77%
Returns for 3 years0.7621.733%
Returns for 5 years22.6268.0433%
Returns for 10 years52.3282.6563%
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