FSMRX
Price
$34.37
Change
+$0.45 (+1.33%)
Updated
Jul 3 closing price
Net Assets
3.92B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
31.76B
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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$34.37
Change+$0.45 (+1.33%)
VolumeN/A
Net Assets3.92B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets31.76B
FSMRX vs PMBPX Comparison Chart in %
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FSMRX vs. PMBPX commentary
Jul 05, 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: 31.8B vs. FSMRX (3.92B). 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 : 14.22 vs. FSMRX (12.50). PMBPX return over 5 years is better than : 57.95 vs. FSMRX (-1.71).
FSMRXPMBPXFSMRX / PMBPX
Total Expense Ratio1.110.83134%
Annual Report Gross Expense Ratio1.130.83136%
Fund Existence33 years25 years-
Gain YTD3.9225.93666%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.92B31.8B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year12.5014.2288%
Returns for 3 years36.0650.8171%
Returns for 5 years-1.7157.95-3%
Returns for 10 years-6.94102.35-7%
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