FSMRX
Price
$33.04
Change
+$0.09 (+0.27%)
Updated
Nov 19 closing price
Net Assets
3.63B
PMBPX
Price
$43.20
Change
-$0.01 (-0.02%)
Updated
Nov 19 closing price
Net Assets
30.83B
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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$33.04
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets3.63B
Principal MidCap R5
Price$43.20
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets30.83B
FSMRX vs PMBPX Comparison Chart in %
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FSMRX vs. PMBPX commentary
Nov 20, 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 Hold and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.8B vs. FSMRX (3.63B). 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 (1.10) 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 : -1.76 vs. PMBPX (-6.30). PMBPX return over 5 years is better than : 26.58 vs. FSMRX (-22.12).
FSMRXPMBPXFSMRX / PMBPX
Total Expense Ratio1.090.83131%
Annual Report Gross Expense Ratio1.100.83133%
Fund Existence34 years25 years-
Gain YTD0.950-0.575-165%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.63B30.8B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year-1.76-6.3028%
Returns for 3 years28.8632.8888%
Returns for 5 years-22.1226.58-83%
Returns for 10 years-3.8092.94-4%
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