FRSIX
Price
$18.46
Change
-$0.04 (-0.22%)
Updated
Sep 17 closing price
Net Assets
3.92B
PMBPX
Price
$46.36
Change
-$0.12 (-0.26%)
Updated
Sep 17 closing price
Net Assets
33.2B
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FRSIX vs PMBPX

Header iconFRSIX vs PMBPX Comparison
Open Charts FRSIX vs PMBPXBanner chart's image
Franklin Small-Mid Cap Growth C
Price$18.46
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets3.92B
Principal MidCap R5
Price$46.36
Change-$0.12 (-0.26%)
VolumeN/A
Net Assets33.2B
FRSIX vs PMBPX Comparison Chart in %
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FRSIX vs. PMBPX commentary
Sep 18, 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 Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. FRSIX (3.92B). PMBPX pays higher dividends than FRSIX: PMBPX (0.01) vs FRSIX (0.00). FRSIX was incepted earlier than PMBPX: FRSIX (30 years) vs PMBPX (25 years). FRSIX (1.63) is less costly to investors than PMBPX (0.83). FRSIX is a more actively managed with annual turnover of: 33.86 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than FRSIX: PMBPX (0) vs FRSIX (1000). FRSIX annual gain was more profitable for investors over the last year : 11.92 vs. PMBPX (6.05). PMBPX return over 5 years is better than : 48.61 vs. FRSIX (-26.47).
FRSIXPMBPXFRSIX / PMBPX
Total Expense Ratio1.610.83194%
Annual Report Gross Expense Ratio1.630.83196%
Fund Existence30 years25 years-
Gain YTD5.9566.94986%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.92B33.2B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year11.926.05197%
Returns for 3 years24.7547.9452%
Returns for 5 years-26.4748.61-54%
Returns for 10 years-36.56114.30-32%
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