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FSGAX vs PMBPX
FSGAX vs PMBPX Comparison
Open Charts FSGAX vs PMBPX
Franklin Small-Mid Cap Growth Adv
Price$49.87
Change+$0.39 (+0.79%)
VolumeN/A
Net Assets3.88B
FSGAX vs PMBPX Comparison Chart in %
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FSGAX vs. PMBPX commentary
Oct 08, 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 PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. FSGAX (3.88B). PMBPX (0.01) and FSGAX (0.01) have matching dividends . FSGAX was incepted earlier than PMBPX: FSGAX (29 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than FSGAX (0.63). FSGAX is a more actively managed with annual turnover of: 33.86 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than FSGAX: PMBPX (0) vs FSGAX (100000). FSGAX annual gain was more profitable for investors over the last year : 9.72 vs. PMBPX (3.33). PMBPX return over 5 years is better than : 42.47 vs. FSGAX (-2.92).
| FSGAX | PMBPX | FSGAX / PMBPX | |
| Total Expense Ratio | 0.61 | 0.83 | 73% |
| Annual Report Gross Expense Ratio | 0.63 | 0.83 | 76% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 6.431 | 5.775 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.88B | 33.2B | 12% |
| Annual Yield % from dividends | 0.01 | 0.01 | 96% |
| Returns for 1 year | 9.72 | 3.33 | 291% |
| Returns for 3 years | 47.14 | 55.26 | 85% |
| Returns for 5 years | -2.92 | 42.47 | -7% |
| Returns for 10 years | 26.62 | 110.02 | 24% |
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