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FRSGX vs PMBPX
FRSGX vs PMBPX Comparison
Open Charts FRSGX vs PMBPX
Franklin Small-Mid Cap Growth A
Price$38.56
Change+$0.08 (+0.21%)
VolumeN/A
Net Assets3.84B
FRSGX vs PMBPX Comparison Chart
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FRSGX vs. PMBPX commentary
May 23, 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 Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.3B vs. FRSGX (3.84B). 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) is less costly to investors than PMBPX (0.83). 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 : 10.21 vs. FRSGX (7.38). PMBPX return over 5 years is better than : 67.13 vs. FRSGX (11.19).
| FRSGX | PMBPX | FRSGX / PMBPX | |
| Total Expense Ratio | 0.86 | 0.83 | 104% |
| Annual Report Gross Expense Ratio | 0.88 | 0.83 | 106% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 0.869 | 4.441 | 20% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.84B | 31.3B | 12% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 7.38 | 10.21 | 72% |
| Returns for 3 years | 32.25 | 45.73 | 71% |
| Returns for 5 years | 11.19 | 67.13 | 17% |
| Returns for 10 years | 0.38 | 94.81 | 0% |
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