FSMRX
Price
$29.67
Change
+$0.78 (+2.70%)
Updated
Apr 24 closing price
Net Assets
3.41B
PMBPX
Price
$42.75
Change
+$0.61 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
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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$29.67
Change+$0.78 (+2.70%)
VolumeN/A
Net Assets3.41B
Principal MidCap R5
Price$42.75
Change+$0.61 (+1.45%)
VolumeN/A
Net Assets28.88B
FSMRX vs PMBPX Comparison Chart
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FSMRX vs. PMBPX commentary
Apr 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: 28.9B vs. FSMRX (3.41B). 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 (0.84). 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 : 6.75 vs. FSMRX (-2.46). PMBPX return over 5 years is better than : 68.04 vs. FSMRX (5.13).
FSMRXPMBPXFSMRX / PMBPX
Total Expense Ratio1.110.84132%
Annual Report Gross Expense Ratio1.130.84135%
Fund Existence33 years24 years-
Gain YTD-11.489-3.037378%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.41B28.9B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year-2.466.75-37%
Returns for 3 years-2.3721.73-11%
Returns for 5 years5.1368.048%
Returns for 10 years-21.9082.65-26%
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