Interact to see
Advertisement
Advertisement
FSMRX vs PMBPX
FSMRX vs PMBPX Comparison
Open Charts FSMRX vs PMBPX
Franklin Small-Mid Cap Growth R
Price$32.08
Change-$0.81 (-2.46%)
VolumeN/A
Net Assets3.84B
FSMRX vs PMBPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMRX vs. PMBPX commentary
May 22, 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 Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.3B vs. FSMRX (3.84B). PMBPX pays higher dividends than FSMRX: PMBPX (0.01) vs FSMRX (0.00). FSMRX was incepted earlier than PMBPX: FSMRX (33 years) vs PMBPX (24 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 : 10.21 vs. FSMRX (7.10). PMBPX return over 5 years is better than : 67.13 vs. FSMRX (4.78).
| FSMRX | PMBPX | FSMRX / PMBPX | |
| Total Expense Ratio | 1.11 | 0.83 | 134% |
| Annual Report Gross Expense Ratio | 1.13 | 0.83 | 136% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 0.766 | 4.441 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.84B | 31.3B | 12% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 7.10 | 10.21 | 70% |
| Returns for 3 years | 29.74 | 45.73 | 65% |
| Returns for 5 years | 4.78 | 67.13 | 7% |
| Returns for 10 years | -11.20 | 94.81 | -12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JIHRX | 18.07 | N/A | N/A |
| JPMorgan International Hedged Equity R6 | |||
| MEMRX | 31.88 | -0.02 | -0.06% |
| MFS Emerging Markets Equity R1 | |||
| FDWGX | 11.79 | -0.02 | -0.17% |
| American Funds Dvlpg Wld Gr&Inc F3 | |||
| JETTX | 16.74 | -0.25 | -1.47% |
| Janus Henderson Global Sust Eq T | |||
| CHDVX | 13.24 | -0.21 | -1.56% |
| Cullen High Dividend Equity I | |||