PAPPX
Price
$30.08
Change
-$0.04 (-0.13%)
Updated
Jun 5 closing price
Net Assets
42.62M
PMBPX
Price
$44.73
Change
+$0.01 (+0.02%)
Updated
Jun 5 closing price
Net Assets
30.93B
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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$30.08
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets42.62M
Principal MidCap R5
Price$44.73
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets30.93B
PAPPX vs PMBPX Comparison Chart
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PAPPX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. PAPPX (42.6M). PMBPX pays higher dividends than PAPPX: PMBPX (0.01) vs PAPPX (0.00). PAPPX was incepted earlier than PMBPX: PAPPX (15 years) vs PMBPX (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 : 10.51 vs. PAPPX (0.90). PMBPX return over 5 years is better than : 46.06 vs. PAPPX (14.13).
PAPPXPMBPXPAPPX / PMBPX
Total Expense Ratio1.260.83152%
Annual Report Gross Expense Ratio1.700.83205%
Fund Existence15 years25 years-
Gain YTD0.4672.89916%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets42.6M30.9B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year0.9010.519%
Returns for 3 years13.8835.3239%
Returns for 5 years14.1346.0631%
Returns for 10 years66.0495.6169%
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