Interact to see
Advertisement
Advertisement
FRSGX vs PCBIX
FRSGX vs PCBIX Comparison
Open Charts FRSGX vs PCBIX
Franklin Small-Mid Cap Growth A
Price$40.89
Change-$0.13 (-0.32%)
VolumeN/A
Net Assets3.88B
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
FRSGX vs PCBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FRSGX vs. PCBIX commentary
Aug 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 FRSGX is a Hold and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. FRSGX (3.88B). PCBIX pays higher dividends than FRSGX: PCBIX (0.12) vs FRSGX (0.00). FRSGX was incepted earlier than PCBIX: FRSGX (34 years) vs PCBIX (24 years). FRSGX (0.88) is less costly to investors than PCBIX (0.67). FRSGX is a more actively managed with annual turnover of: 33.86 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than FRSGX: PCBIX (0) vs FRSGX (1000). FRSGX annual gain was more profitable for investors over the last year : 13.33 vs. PCBIX (9.35). PCBIX return over 5 years is better than : 46.92 vs. FRSGX (-1.28).
| FRSGX | PCBIX | FRSGX / PCBIX | |
| Total Expense Ratio | 0.86 | 0.67 | 128% |
| Annual Report Gross Expense Ratio | 0.88 | 0.67 | 131% |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | 4.551 | 5.901 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.88B | 32.5B | 12% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 13.33 | 9.35 | 143% |
| Returns for 3 years | 20.41 | 31.62 | 65% |
| Returns for 5 years | -1.28 | 46.92 | -3% |
| Returns for 10 years | 5.55 | 101.31 | 5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers