FSMRX
Price
$33.19
Change
-$0.06 (-0.18%)
Updated
Jun 12 closing price
Net Assets
3.87B
PMBPX
Price
$44.99
Change
+$0.18 (+0.40%)
Updated
Jun 12 closing price
Net Assets
31.05B
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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$33.19
Change-$0.06 (-0.18%)
VolumeN/A
Net Assets3.87B
Principal MidCap R5
Price$44.99
Change+$0.18 (+0.40%)
VolumeN/A
Net Assets31.05B
FSMRX vs PMBPX Comparison Chart
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FSMRX vs. PMBPX commentary
Jun 13, 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: 31.1B vs. FSMRX (3.87B). PMBPX pays higher dividends than FSMRX: PMBPX (0.01) vs FSMRX (0.00). FSMRX was incepted earlier than PMBPX: FSMRX (33 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: 37.02 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than FSMRX: PMBPX (0) vs FSMRX (1000). PMBPX annual gain was more profitable for investors over the last year : 10.90 vs. FSMRX (10.32). PMBPX return over 5 years is better than : 56.09 vs. FSMRX (3.45).
FSMRXPMBPXFSMRX / PMBPX
Total Expense Ratio1.110.83134%
Annual Report Gross Expense Ratio1.130.83136%
Fund Existence33 years25 years-
Gain YTD1.8693.10660%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.87B31.1B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year10.3210.9095%
Returns for 3 years37.9750.0876%
Returns for 5 years3.4556.096%
Returns for 10 years-9.8795.49-10%
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