PAPPX
Price
$30.89
Change
+$0.16 (+0.52%)
Updated
Jul 16 closing price
Net Assets
43.51M
PMBPX
Price
$45.90
Change
+$0.37 (+0.81%)
Updated
Jul 16 closing price
Net Assets
31.8B
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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$30.89
Change+$0.16 (+0.52%)
VolumeN/A
Net Assets43.51M
Principal MidCap R5
Price$45.90
Change+$0.37 (+0.81%)
VolumeN/A
Net Assets31.8B
PAPPX vs PMBPX Comparison Chart in %
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PAPPX vs. PMBPX commentary
Jul 17, 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: 31.8B vs. PAPPX (43.5M). PMBPX pays higher dividends than PAPPX: PMBPX (0.01) vs PAPPX (0.00). PAPPX was incepted earlier than PMBPX: PAPPX (15 years) vs PMBPX (25 years). PAPPX (1.70) is less costly to investors than PMBPX (0.83). 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 : 7.64 vs. PAPPX (1.02). PMBPX return over 5 years is better than : 51.07 vs. PAPPX (14.03).
PAPPXPMBPXPAPPX / PMBPX
Total Expense Ratio1.260.83152%
Annual Report Gross Expense Ratio1.700.83205%
Fund Existence15 years25 years-
Gain YTD2.5024.76353%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets43.5M31.8B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year1.027.6413%
Returns for 3 years21.5648.5144%
Returns for 5 years14.0351.0727%
Returns for 10 years66.5696.9269%
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