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FRSGX vs PCBIX
FRSGX vs PCBIX Comparison
Open Charts FRSGX vs PCBIX
Franklin Small-Mid Cap Growth A
Price$41.61
Change-$0.09 (-0.22%)
VolumeN/A
Net Assets3.93B
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.13B
FRSGX vs PCBIX Comparison Chart in %
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FRSGX vs. PCBIX commentary
Sep 08, 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 Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33.1B vs. FRSGX (3.93B). PCBIX pays higher dividends than FRSGX: PCBIX (0.12) vs FRSGX (0.00). FRSGX was incepted earlier than PCBIX: FRSGX (34 years) vs PCBIX (25 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 : 15.81 vs. PCBIX (9.41). PCBIX return over 5 years is better than : 49.14 vs. FRSGX (0.41).
| 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 | 25 years | - |
| Gain YTD | 6.392 | 7.135 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 33.1B | 12% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 15.81 | 9.41 | 168% |
| Returns for 3 years | 37.24 | 47.03 | 79% |
| Returns for 5 years | 0.41 | 49.14 | 1% |
| Returns for 10 years | 12.76 | 116.70 | 11% |
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