FSMRX
Price
$34.67
Change
-$0.08 (-0.23%)
Updated
Sep 5 closing price
Net Assets
3.93B
PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
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FSMRX vs PMBPX

Header iconFSMRX vs PMBPX Comparison
Open Charts FSMRX vs PMBPXBanner chart's image
Franklin Small-Mid Cap Growth R
Price$34.67
Change-$0.08 (-0.23%)
VolumeN/A
Net Assets3.93B
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.13B
FSMRX vs PMBPX Comparison Chart in %
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FSMRX vs. PMBPX commentary
Sep 07, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.1B vs. FSMRX (3.93B). PMBPX pays higher dividends than FSMRX: PMBPX (0.01) vs FSMRX (0.00). FSMRX was incepted earlier than PMBPX: FSMRX (34 years) vs PMBPX (25 years). FSMRX (1.13) is less costly to investors than PMBPX (0.83). FSMRX is a more actively managed with annual turnover of: 33.86 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than FSMRX: PMBPX (0) vs FSMRX (1000). FSMRX annual gain was more profitable for investors over the last year : 15.53 vs. PMBPX (9.16). PMBPX return over 5 years is better than : 47.38 vs. FSMRX (-5.40).
FSMRXPMBPXFSMRX / PMBPX
Total Expense Ratio1.110.83134%
Annual Report Gross Expense Ratio1.130.83136%
Fund Existence34 years25 years-
Gain YTD6.2197.01889%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.93B33.1B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year15.539.16169%
Returns for 3 years34.5946.0475%
Returns for 5 years-5.4047.38-11%
Returns for 10 years-0.23111.63-0%
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