FSMRX
Price
$28.40
Change
+$0.46 (+1.65%)
Updated
Apr 11 closing price
Net Assets
3.36B
PEMGX
Price
$40.68
Change
+$0.70 (+1.75%)
Updated
Apr 11 closing price
Net Assets
28.23B
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FSMRX vs PEMGX

Header iconFSMRX vs PEMGX Comparison
Open Charts FSMRX vs PEMGXBanner chart's image
Franklin Small-Mid Cap Growth R
Price$28.40
Change+$0.46 (+1.65%)
VolumeN/A
Net Assets3.36B
Principal MidCap A
Price$40.68
Change+$0.70 (+1.75%)
VolumeN/A
Net Assets28.23B
FSMRX vs PEMGX Comparison Chart
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FSMRX vs. PEMGX commentary
Apr 14, 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 FSMRX is a Buy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.2B vs. FSMRX (3.36B). FSMRX (0.00) and PEMGX (0.00) have matching dividends . FSMRX was incepted earlier than PEMGX: FSMRX (33 years) vs PEMGX (20 years). FSMRX (1.13) is less costly to investors than PEMGX (0.95). FSMRX is a more actively managed with annual turnover of: 37.02 vs. PEMGX (10.50). FSMRX (1000) and PEMGX (1000) have matching initial minimum investment requirements. PEMGX annual gain was more profitable for investors over the last year : 3.25 vs. FSMRX (-7.61). PEMGX return over 5 years is better than : 62.14 vs. FSMRX (9.27).
FSMRXPEMGXFSMRX / PEMGX
Total Expense Ratio1.110.95117%
Annual Report Gross Expense Ratio1.130.95119%
Fund Existence33 years20 years-
Gain YTD-12.990-4.552285%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.36B28.2B12%
Annual Yield % from dividends0.000.00-
Returns for 1 year-7.613.25-234%
Returns for 3 years-6.6417.71-37%
Returns for 5 years9.2762.1415%
Returns for 10 years-23.6675.61-31%
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