FRSIX
Price
$16.10
Change
+$0.06 (+0.37%)
Updated
May 1 closing price
Net Assets
3.53B
PMBPX
Price
$43.19
Change
+$0.16 (+0.37%)
Updated
May 1 closing price
Net Assets
29.49B
Ad is loading...

FRSIX vs PMBPX

Header iconFRSIX vs PMBPX Comparison
Open Charts FRSIX vs PMBPXBanner chart's image
Franklin Small-Mid Cap Growth C
Price$16.10
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets3.53B
Principal MidCap R5
Price$43.19
Change+$0.16 (+0.37%)
VolumeN/A
Net Assets29.49B
FRSIX vs PMBPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
FRSIX vs. PMBPX commentary
May 02, 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 PMBPX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.5B vs. FRSIX (3.54B). PMBPX pays higher dividends than FRSIX: PMBPX (0.01) vs FRSIX (0.00). FRSIX was incepted earlier than PMBPX: FRSIX (30 years) vs PMBPX (24 years). FRSIX (1.63) is less costly to investors than PMBPX (0.83). FRSIX is a more actively managed with annual turnover of: 37.02 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than FRSIX: PMBPX (0) vs FRSIX (1000). PMBPX annual gain was more profitable for investors over the last year : 10.33 vs. FRSIX (1.39). PMBPX return over 5 years is better than : 67.99 vs. FRSIX (-15.24).
FRSIXPMBPXFRSIX / PMBPX
Total Expense Ratio1.610.83194%
Annual Report Gross Expense Ratio1.630.83196%
Fund Existence30 years24 years-
Gain YTD-8.247-1.404588%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.54B29.5B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year1.3910.3313%
Returns for 3 years-1.1129.54-4%
Returns for 5 years-15.2467.99-22%
Returns for 10 years-47.7086.05-55%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
LEMB38.69-0.02
-0.05%
iShares JP Morgan EM Local Ccy Bd ETF
VOOG340.75-0.66
-0.19%
Vanguard S&P 500 Growth ETF
ARKG21.99-0.29
-1.30%
ARK Genomic Revolution ETF
CARZ52.79-1.20
-2.22%
First Trust S-Network Fut Vhcl&Tech ETF
CNRG49.39-1.23
-2.44%
SPDR® Kensho Clean Power ETF