FRSGX
Price
$40.89
Change
-$0.13 (-0.32%)
Updated
Aug 15 closing price
Net Assets
3.89B
PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.57B
Interact to see
Advertisement

FRSGX vs PMBPX

Header iconFRSGX vs PMBPX Comparison
Open Charts FRSGX vs PMBPXBanner chart's image
Franklin Small-Mid Cap Growth A
Price$40.89
Change-$0.13 (-0.32%)
VolumeN/A
Net Assets3.89B
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.57B
FRSGX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FRSGX vs. PMBPX commentary
Aug 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 FRSGX is a Buy and PMBPX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.6B vs. FRSGX (3.89B). PMBPX pays higher dividends than FRSGX: PMBPX (0.01) vs FRSGX (0.00). FRSGX was incepted earlier than PMBPX: FRSGX (34 years) vs PMBPX (25 years). FRSGX (0.88) is less costly to investors than PMBPX (0.83). FRSGX is a more actively managed with annual turnover of: 33.86 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than FRSGX: PMBPX (0) vs FRSGX (1000). FRSGX annual gain was more profitable for investors over the last year : 13.69 vs. PMBPX (9.43). PMBPX return over 5 years is better than : 45.61 vs. FRSGX (-0.97).
FRSGXPMBPXFRSGX / PMBPX
Total Expense Ratio0.860.83104%
Annual Report Gross Expense Ratio0.880.83106%
Fund Existence34 years25 years-
Gain YTD4.8846.09880%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.89B32.6B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year13.699.43145%
Returns for 3 years20.7931.1267%
Returns for 5 years-0.9745.61-2%
Returns for 10 years5.8997.236%
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 %
MXI88.540.42
+0.48%
iShares Global Materials ETF
MNTL23.80N/A
N/A
Tema Neuroscience and Mental Health ETF
VOTE75.80-0.12
-0.16%
TCW Transform 500 ETF
ITOT140.57-0.33
-0.23%
iShares Core S&P Total US Stock Mkt ETF
KNGZ34.61-0.11
-0.32%
FirstTrust S&P500 DvrsDiv AristocratsETF