FSGAX
Price
$40.49
Change
-$0.53 (-1.29%)
Updated
Apr 16 closing price
Net Assets
3.4B
PMBPX
Price
$41.37
Change
-$0.59 (-1.41%)
Updated
Apr 16 closing price
Net Assets
28.6B
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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$40.49
Change-$0.53 (-1.29%)
VolumeN/A
Net Assets3.4B
Principal MidCap R5
Price$41.37
Change-$0.59 (-1.41%)
VolumeN/A
Net Assets28.6B
FSGAX vs PMBPX Comparison Chart
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FSGAX vs. PMBPX commentary
Apr 17, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.6B vs. FSGAX (3.4B). FSGAX pays higher dividends than PMBPX: FSGAX (0.01) vs PMBPX (0.01). FSGAX was incepted earlier than PMBPX: FSGAX (28 years) vs PMBPX (24 years). PMBPX (0.84) is less costly to investors than FSGAX (0.63). FSGAX is a more actively managed with annual turnover of: 37.02 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than FSGAX: PMBPX (0) vs FSGAX (100000). PMBPX annual gain was more profitable for investors over the last year : 7.85 vs. FSGAX (-2.49). PMBPX return over 5 years is better than : 63.22 vs. FSGAX (17.85).
FSGAXPMBPXFSGAX / PMBPX
Total Expense Ratio0.610.8473%
Annual Report Gross Expense Ratio0.630.8475%
Fund Existence28 years24 years-
Gain YTD-11.766-3.451341%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.4B28.6B12%
Annual Yield % from dividends0.010.01105%
Returns for 1 year-2.497.85-32%
Returns for 3 years-2.2819.18-12%
Returns for 5 years17.8563.2228%
Returns for 10 years-1.7682.50-2%
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