FSGAX
Price
$47.51
Change
+$0.14 (+0.30%)
Updated
Jun 5 closing price
Net Assets
3.87B
PMBPX
Price
$44.73
Change
+$0.01 (+0.02%)
Updated
Jun 5 closing price
Net Assets
30.91B
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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$47.51
Change+$0.14 (+0.30%)
VolumeN/A
Net Assets3.87B
Principal MidCap R5
Price$44.73
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets30.91B
FSGAX vs PMBPX Comparison Chart
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FSGAX vs. PMBPX commentary
Jun 06, 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: 30.9B vs. FSGAX (3.87B). PMBPX (0.01) and FSGAX (0.01) have matching dividends . FSGAX was incepted earlier than PMBPX: FSGAX (28 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 annual gain was more profitable for investors over the last year : 11.76 vs. PMBPX (10.51). PMBPX return over 5 years is better than : 46.06 vs. FSGAX (11.18).
FSGAXPMBPXFSGAX / PMBPX
Total Expense Ratio0.610.8373%
Annual Report Gross Expense Ratio0.630.8376%
Fund Existence28 years25 years-
Gain YTD1.8932.89965%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.87B30.9B13%
Annual Yield % from dividends0.010.0199%
Returns for 1 year11.7610.51112%
Returns for 3 years28.1435.3280%
Returns for 5 years11.1846.0624%
Returns for 10 years14.3795.6115%
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