FSGAX
Price
$49.44
Change
-$0.01 (-0.02%)
Updated
Aug 5 closing price
Net Assets
3.96B
PMBPX
Price
$46.01
Change
-$0.71 (-1.52%)
Updated
Aug 5 closing price
Net Assets
32.4B
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FSGAX vs PMBPX

Header iconFSGAX vs PMBPX Comparison
Open Charts FSGAX vs PMBPXBanner chart's image
Franklin Small-Mid Cap Growth Adv
Price$49.44
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets3.96B
Principal MidCap R5
Price$46.01
Change-$0.71 (-1.52%)
VolumeN/A
Net Assets32.4B
FSGAX vs PMBPX Comparison Chart in %
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FSGAX vs. PMBPX commentary
Aug 07, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.4B vs. FSGAX (3.96B). 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 : 23.63 vs. PMBPX (15.82). PMBPX return over 5 years is better than : 48.80 vs. FSGAX (4.27).
FSGAXPMBPXFSGAX / PMBPX
Total Expense Ratio0.610.8373%
Annual Report Gross Expense Ratio0.630.8376%
Fund Existence29 years25 years-
Gain YTD6.3677.50185%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.96B32.4B12%
Annual Yield % from dividends0.010.0197%
Returns for 1 year23.6315.82149%
Returns for 3 years27.7538.6172%
Returns for 5 years4.2748.809%
Returns for 10 years21.12102.9421%
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