FRSGX
Price
$35.72
Change
+$0.14 (+0.39%)
Updated
Apr 25 closing price
Net Assets
3.51B
PMBPX
Price
$42.54
Change
-$0.21 (-0.49%)
Updated
Apr 25 closing price
Net Assets
29.18B
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FRSGX vs PMBPX

Header iconFRSGX vs PMBPX Comparison
Open Charts FRSGX vs PMBPXBanner chart's image
Franklin Small-Mid Cap Growth A
Price$35.72
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets3.51B
Principal MidCap R5
Price$42.54
Change-$0.21 (-0.49%)
VolumeN/A
Net Assets29.18B
FRSGX vs PMBPX Comparison Chart
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FRSGX vs. PMBPX commentary
Apr 28, 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 FRSGX is a Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.2B vs. FRSGX (3.51B). PMBPX pays higher dividends than FRSGX: PMBPX (0.01) vs FRSGX (0.00). FRSGX was incepted earlier than PMBPX: FRSGX (33 years) vs PMBPX (24 years). FRSGX (0.88) and PMBPX (0.84) have similar cost to investors . FRSGX is a more actively managed with annual turnover of: 37.02 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than FRSGX: PMBPX (0) vs FRSGX (1000). PMBPX annual gain was more profitable for investors over the last year : 8.03 vs. FRSGX (0.79). PMBPX return over 5 years is better than : 69.63 vs. FRSGX (15.04).
FRSGXPMBPXFRSGX / PMBPX
Total Expense Ratio0.860.84102%
Annual Report Gross Expense Ratio0.880.84105%
Fund Existence33 years24 years-
Gain YTD-8.668-2.117409%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.51B29.2B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year0.798.0310%
Returns for 3 years6.5326.3525%
Returns for 5 years15.0469.6322%
Returns for 10 years-8.7883.99-10%
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