FSGAX
Price
$47.13
Change
+$0.01 (+0.02%)
Updated
Nov 18 closing price
Net Assets
3.63B
PMBMX
Price
$40.48
Change
-$0.01 (-0.02%)
Updated
Nov 18 closing price
Net Assets
30.87B
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FSGAX vs PMBMX

Header iconFSGAX vs PMBMX Comparison
Open Charts FSGAX vs PMBMXBanner chart's image
Franklin Small-Mid Cap Growth Adv
Price$47.13
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets3.63B
Principal MidCap R3
Price$40.48
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets30.87B
FSGAX vs PMBMX Comparison Chart in %
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FSGAX vs. PMBMX commentary
Nov 20, 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 FSGAX is a Hold and PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.9B vs. FSGAX (3.63B). PMBMX pays higher dividends than FSGAX: PMBMX (0.02) vs FSGAX (0.01). FSGAX was incepted earlier than PMBMX: FSGAX (29 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than FSGAX (0.60). FSGAX is a more actively managed with annual turnover of: 33.86 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than FSGAX: PMBMX (0) vs FSGAX (100000). FSGAX annual gain was more profitable for investors over the last year : -0.27 vs. PMBMX (-6.86). PMBMX return over 5 years is better than : 22.54 vs. FSGAX (-12.77).
FSGAXPMBMXFSGAX / PMBMX
Total Expense Ratio0.591.1452%
Annual Report Gross Expense Ratio0.601.1453%
Fund Existence29 years25 years-
Gain YTD1.355-0.881-154%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.63B30.9B12%
Annual Yield % from dividends0.010.0233%
Returns for 1 year-0.27-6.864%
Returns for 3 years33.6130.98108%
Returns for 5 years-12.7722.54-57%
Returns for 10 years21.5883.6726%
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