FRSIX
Price
$18.01
Change
-$0.19 (-1.04%)
Updated
Jul 11 closing price
Net Assets
3.89B
PMBPX
Price
$45.91
Change
-$0.41 (-0.89%)
Updated
Jul 11 closing price
Net Assets
31.98B
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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$18.01
Change-$0.19 (-1.04%)
VolumeN/A
Net Assets3.89B
Principal MidCap R5
Price$45.91
Change-$0.41 (-0.89%)
VolumeN/A
Net Assets31.98B
FRSIX vs PMBPX Comparison Chart in %
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FRSIX vs. PMBPX commentary
Jul 13, 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.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. FRSIX (3.89B). 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: 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 : 12.76 vs. FRSIX (12.14). PMBPX return over 5 years is better than : 57.83 vs. FRSIX (-24.29).
FRSIXPMBPXFRSIX / PMBPX
Total Expense Ratio1.610.83194%
Annual Report Gross Expense Ratio1.630.83196%
Fund Existence30 years25 years-
Gain YTD4.2386.58164%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.89B32B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year12.1412.7695%
Returns for 3 years26.4852.4850%
Returns for 5 years-24.2957.83-42%
Returns for 10 years-41.59100.34-41%
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