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FSGAX vs PMBPX
FSGAX vs PMBPX Comparison
Open Charts FSGAX vs PMBPX
Franklin Small-Mid Cap Growth Adv
Price$44.57
Change+$0.78 (+1.78%)
VolumeN/A
Net Assets3.6B
FSGAX vs PMBPX Comparison Chart
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FSGAX vs. PMBPX commentary
May 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 PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.2B vs. FSGAX (3.6B). FSGAX (0.01) and PMBPX (0.01) have matching dividends . FSGAX was incepted earlier than PMBPX: FSGAX (28 years) vs PMBPX (24 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). PMBPX annual gain was more profitable for investors over the last year : 8.97 vs. FSGAX (2.49). PMBPX return over 5 years is better than : 64.72 vs. FSGAX (13.66).
| FSGAX | PMBPX | FSGAX / PMBPX | |
| Total Expense Ratio | 0.61 | 0.83 | 73% |
| Annual Report Gross Expense Ratio | 0.63 | 0.83 | 76% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -5.808 | 1.035 | -561% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.6B | 30.2B | 12% |
| Annual Yield % from dividends | 0.01 | 0.01 | 104% |
| Returns for 1 year | 2.49 | 8.97 | 28% |
| Returns for 3 years | 26.90 | 41.38 | 65% |
| Returns for 5 years | 13.66 | 64.72 | 21% |
| Returns for 10 years | 6.27 | 90.98 | 7% |
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