PAPPX
Price
$31.38
Change
-$0.01 (-0.03%)
Updated
Oct 24 closing price
Net Assets
44.65M
PMBPX
Price
$45.06
Change
+$0.03 (+0.07%)
Updated
Oct 24 closing price
Net Assets
32.32B
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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$31.38
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets44.65M
Principal MidCap R5
Price$45.06
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets32.32B
PAPPX vs PMBPX Comparison Chart in %
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PAPPX vs. PMBPX commentary
Oct 27, 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: 32.3B vs. PAPPX (44.7M). PMBPX pays higher dividends than PAPPX: PMBPX (0.01) vs PAPPX (0.00). PAPPX was incepted earlier than PMBPX: PAPPX (16 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). PAPPX annual gain was more profitable for investors over the last year : 4.70 vs. PMBPX (0.10). PMBPX return over 5 years is better than : 38.74 vs. PAPPX (7.21).
PAPPXPMBPXPAPPX / PMBPX
Total Expense Ratio1.260.83152%
Annual Report Gross Expense Ratio1.700.83205%
Fund Existence16 years25 years-
Gain YTD4.6703.682127%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets44.7M32.3B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year4.700.104,852%
Returns for 3 years24.1848.4850%
Returns for 5 years7.2138.7419%
Returns for 10 years78.91104.6675%
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