FRSGX
Price
$41.70
Change
+$0.43 (+1.04%)
Updated
Jul 25 closing price
Net Assets
3.99B
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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FRSGX vs PMBMX

Header iconFRSGX vs PMBMX Comparison
Open Charts FRSGX vs PMBMXBanner chart's image
Franklin Small-Mid Cap Growth A
Price$41.70
Change+$0.43 (+1.04%)
VolumeN/A
Net Assets3.99B
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
FRSGX vs PMBMX Comparison Chart in %
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FRSGX vs. PMBMX commentary
Jul 28, 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. FRSGX (3.99B). PMBMX pays higher dividends than FRSGX: PMBMX (0.02) vs FRSGX (0.00). FRSGX was incepted earlier than PMBMX: FRSGX (33 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than FRSGX (0.88). FRSGX is a more actively managed with annual turnover of: 33.86 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than FRSGX: PMBMX (0) vs FRSGX (1000). FRSGX annual gain was more profitable for investors over the last year : 17.76 vs. PMBMX (13.04). PMBMX return over 5 years is better than : 52.44 vs. FRSGX (4.46).
FRSGXPMBMXFRSGX / PMBMX
Total Expense Ratio0.861.1475%
Annual Report Gross Expense Ratio0.881.1477%
Fund Existence33 years25 years-
Gain YTD6.6228.42179%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.99B33.2B12%
Annual Yield % from dividends0.000.02-
Returns for 1 year17.7613.04136%
Returns for 3 years39.0047.2782%
Returns for 5 years4.4652.449%
Returns for 10 years8.2097.428%
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