PAPPX
Price
$31.21
Change
+$0.03 (+0.10%)
Updated
Oct 3 closing price
Net Assets
44.28M
PMBPX
Price
$45.97
Change
+$0.33 (+0.72%)
Updated
Oct 3 closing price
Net Assets
33.17B
Interact to see
Advertisement

PAPPX vs PMBPX

Header iconPAPPX vs PMBPX Comparison
Open Charts PAPPX vs PMBPXBanner chart's image
Papp Small & Mid-Cap Growth
Price$31.21
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets44.28M
Principal MidCap R5
Price$45.97
Change+$0.33 (+0.72%)
VolumeN/A
Net Assets33.17B
PAPPX vs PMBPX Comparison Chart in %
View a ticker or compare two or three
VS
PAPPX vs. PMBPX 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 PMBPX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. PAPPX (44.3M). 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). PMBPX annual gain was more profitable for investors over the last year : 3.92 vs. PAPPX (3.34). PMBPX return over 5 years is better than : 45.53 vs. PAPPX (11.74).
PAPPXPMBPXPAPPX / PMBPX
Total Expense Ratio1.260.83152%
Annual Report Gross Expense Ratio1.700.83205%
Fund Existence16 years25 years-
Gain YTD4.1035.77571%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets44.3M33.2B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year3.343.9285%
Returns for 3 years24.4448.6450%
Returns for 5 years11.7445.5326%
Returns for 10 years79.99114.6070%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IFV24.730.10
+0.40%
First Trust Dorsey Wright Intl Foc 5
SPMD57.640.18
+0.31%
SPDR® Portfolio S&P 400™ Mid Cap ETF
ZNOV26.410.01
+0.02%
Innovator Equity Defined Prt ETF -1YrNov
KEMQ27.07-0.02
-0.07%
KraneShares Em Mkts Cnsmr Tech ETF
SVOL18.01-0.06
-0.33%
Simplify Volatility Premium ETF