FSGAX
Price
$48.19
Change
-$0.51 (-1.05%)
Updated
Jul 11 closing price
Net Assets
3.93B
PMBPX
Price
$45.91
Change
-$0.41 (-0.89%)
Updated
Jul 11 closing price
Net Assets
32.25B
Interact to see
Advertisement

FSGAX vs PMBPX

Header iconFSGAX vs PMBPX Comparison
Open Charts FSGAX vs PMBPXBanner chart's image
Franklin Small-Mid Cap Growth Adv
Price$48.19
Change-$0.51 (-1.05%)
VolumeN/A
Net Assets3.93B
Principal MidCap R5
Price$45.91
Change-$0.41 (-0.89%)
VolumeN/A
Net Assets32.25B
FSGAX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FSGAX vs. PMBPX commentary
Jul 12, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.2B vs. FSGAX (3.93B). 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: 37.02 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than FSGAX: PMBPX (0) vs FSGAX (100000). FSGAX (13.21) and PMBPX (12.76) have marching annual gain over last year. PMBPX return over 5 years is better than : 57.83 vs. FSGAX (8.16).
FSGAXPMBPXFSGAX / PMBPX
Total Expense Ratio0.610.8373%
Annual Report Gross Expense Ratio0.630.8376%
Fund Existence29 years25 years-
Gain YTD4.7546.58172%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.93B32.2B12%
Annual Yield % from dividends0.010.0198%
Returns for 1 year13.2112.76104%
Returns for 3 years41.5052.4879%
Returns for 5 years8.1657.8314%
Returns for 10 years16.27100.3416%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
AIEVX24.63N/A
N/A
Invesco EQV International Equity R5
COAGX57.66N/A
N/A
Gator Capital L/S Fd
ACUSX13.17N/A
N/A
Advisors Capital Total Return – Equity
DGFAX31.25-0.05
-0.16%
Davis Global A
CGIFX42.99-0.21
-0.49%
American Funds Intl Gr and Inc 529F1