FSMRX
Price
$34.52
Change
-$0.50 (-1.43%)
Updated
Oct 16 closing price
Net Assets
3.91B
PMBPX
Price
$44.25
Change
-$0.83 (-1.84%)
Updated
Oct 16 closing price
Net Assets
32.54B
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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$34.52
Change-$0.50 (-1.43%)
VolumeN/A
Net Assets3.91B
Principal MidCap R5
Price$44.25
Change-$0.83 (-1.84%)
VolumeN/A
Net Assets32.54B
FSMRX vs PMBPX Comparison Chart in %
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FSMRX vs. PMBPX commentary
Oct 17, 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: 32.5B vs. FSMRX (3.91B). 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 : 7.92 vs. PMBPX (-1.15). PMBPX return over 5 years is better than : 37.95 vs. FSMRX (-14.89).
FSMRXPMBPXFSMRX / PMBPX
Total Expense Ratio1.090.83131%
Annual Report Gross Expense Ratio1.100.83133%
Fund Existence34 years25 years-
Gain YTD6.8633.728184%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.91B32.5B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year7.92-1.15-686%
Returns for 3 years50.8753.8794%
Returns for 5 years-14.8937.95-39%
Returns for 10 years1.57105.581%
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