FRSIX
Price
$15.50
Change
+$1.47 (+10.48%)
Updated
Apr 9 closing price
Net Assets
3.11B
PEMGX
Price
$41.11
Change
+$2.98 (+7.82%)
Updated
Apr 9 closing price
Net Assets
28.5B
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FRSIX vs PEMGX

Header iconFRSIX vs PEMGX Comparison
Open Charts FRSIX vs PEMGXBanner chart's image
Franklin Small-Mid Cap Growth C
Price$15.50
Change+$1.47 (+10.48%)
VolumeN/A
Net Assets3.11B
Principal MidCap A
Price$41.11
Change+$2.98 (+7.82%)
VolumeN/A
Net Assets28.5B
FRSIX vs PEMGX Comparison Chart
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FRSIX vs. PEMGX commentary
Apr 11, 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 FRSIX is a Buy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.5B vs. FRSIX (3.11B). FRSIX (0.00) and PEMGX (0.00) have matching dividends . FRSIX was incepted earlier than PEMGX: FRSIX (30 years) vs PEMGX (20 years). FRSIX (1.63) is less costly to investors than PEMGX (0.95). FRSIX is a more actively managed with annual turnover of: 37.02 vs. PEMGX (10.50). FRSIX (1000) and PEMGX (1000) have matching initial minimum investment requirements. PEMGX annual gain was more profitable for investors over the last year : -4.84 vs. FRSIX (-15.58). PEMGX return over 5 years is better than : 51.97 vs. FRSIX (-20.87).
FRSIXPEMGXFRSIX / PEMGX
Total Expense Ratio1.610.95169%
Annual Report Gross Expense Ratio1.630.95172%
Fund Existence30 years20 years-
Gain YTD-19.645-10.535186%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.11B28.5B11%
Annual Yield % from dividends0.000.00-
Returns for 1 year-15.58-4.84322%
Returns for 3 years-21.277.96-267%
Returns for 5 years-20.8751.97-40%
Returns for 10 years-55.4264.11-86%
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