Interact to see
Advertisement
Advertisement
FSGAX vs PMBPX
FSGAX vs PMBPX Comparison
Open Charts FSGAX vs PMBPX
Franklin Small-Mid Cap Growth Adv
Price$50.09
Change+$0.40 (+0.80%)
VolumeN/A
Net Assets3.89B
FSGAX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSGAX vs. PMBPX commentary
Aug 29, 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: 32.9B vs. FSGAX (3.89B). 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 : 15.14 vs. PMBPX (8.25). PMBPX return over 5 years is better than : 44.17 vs. FSGAX (2.65).
| FSGAX | PMBPX | FSGAX / PMBPX | |
| Total Expense Ratio | 0.61 | 0.83 | 73% |
| Annual Report Gross Expense Ratio | 0.63 | 0.83 | 76% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 6.883 | 7.340 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.89B | 32.9B | 12% |
| Annual Yield % from dividends | 0.01 | 0.01 | 97% |
| Returns for 1 year | 15.14 | 8.25 | 184% |
| Returns for 3 years | 35.41 | 42.76 | 83% |
| Returns for 5 years | 2.65 | 44.17 | 6% |
| Returns for 10 years | 27.52 | 112.65 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ETX | 18.89 | 0.33 | +1.78% |
| EATON VANCE Municipal Income 2028 TERM TRUST | |||
| VOT | 291.10 | 2.17 | +0.75% |
| Vanguard Mid-Cap Growth ETF | |||
| USL | 36.25 | 0.26 | +0.71% |
| United States 12 Month Oil | |||
| PCN | 13.02 | 0.02 | +0.15% |
| PIMCO Corporate & Income Strategy Fund | |||
| OASC | 28.59 | -0.14 | -0.49% |
| OneAscent Small Cap Core ETF | |||