FSMRX
Price
$34.75
Change
+$0.35 (+1.02%)
Updated
Jul 25 closing price
Net Assets
3.95B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.03B
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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$34.75
Change+$0.35 (+1.02%)
VolumeN/A
Net Assets3.95B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.03B
FSMRX vs PMBPX Comparison Chart in %
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FSMRX vs. PMBPX commentary
Jul 26, 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: 33B vs. FSMRX (3.95B). 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: 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 : 16.26 vs. PMBPX (12.81). PMBPX return over 5 years is better than : 55.16 vs. FSMRX (-2.58).
FSMRXPMBPXFSMRX / PMBPX
Total Expense Ratio1.110.83134%
Annual Report Gross Expense Ratio1.130.83136%
Fund Existence33 years25 years-
Gain YTD5.3927.84669%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.95B33B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year16.2612.81127%
Returns for 3 years34.9548.3372%
Returns for 5 years-2.5855.16-5%
Returns for 10 years-5.26105.82-5%
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