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FSGAX vs PMBMX
FSGAX vs PMBMX Comparison
Open Charts FSGAX vs PMBMX
Franklin Small-Mid Cap Growth Adv
Price$48.72
Change-$0.78 (-1.58%)
VolumeN/A
Net Assets3.96B
FSGAX vs PMBMX Comparison Chart in %
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FSGAX vs. PMBMX commentary
Aug 09, 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 Buy and PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.2B vs. FSGAX (3.96B). 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 (0.63). 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 : 19.52 vs. PMBMX (10.85). PMBMX return over 5 years is better than : 41.82 vs. FSGAX (5.33).
| FSGAX | PMBMX | FSGAX / PMBMX | |
| Total Expense Ratio | 0.61 | 1.14 | 54% |
| Annual Report Gross Expense Ratio | 0.63 | 1.14 | 55% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 6.475 | 4.994 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.96B | 32.2B | 12% |
| Annual Yield % from dividends | 0.01 | 0.02 | 34% |
| Returns for 1 year | 19.52 | 10.85 | 180% |
| Returns for 3 years | 29.63 | 34.19 | 87% |
| Returns for 5 years | 5.33 | 41.82 | 13% |
| Returns for 10 years | 21.13 | 88.16 | 24% |
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