FRSGX
Price
$41.24
Change
+$0.55 (+1.35%)
Updated
Jul 3 closing price
Net Assets
3.97B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
Interact to see
Advertisement

FRSGX vs PMBMX

Header iconFRSGX vs PMBMX Comparison
Open Charts FRSGX vs PMBMXBanner chart's image
Franklin Small-Mid Cap Growth A
Price$41.24
Change+$0.55 (+1.35%)
VolumeN/A
Net Assets3.97B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
FRSGX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FRSGX vs. PMBMX commentary
Jul 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. FRSGX (3.97B). 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: 37.02 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than FRSGX: PMBMX (0) vs FRSGX (1000). PMBMX (14.80) and FRSGX (14.30) have marching annual gain over last year. PMBMX return over 5 years is better than : 55.71 vs. FRSGX (5.72).
FRSGXPMBMXFRSGX / PMBMX
Total Expense Ratio0.861.1475%
Annual Report Gross Expense Ratio0.881.1477%
Fund Existence33 years25 years-
Gain YTD5.4466.85479%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.97B32.3B12%
Annual Yield % from dividends0.000.02-
Returns for 1 year14.3014.8097%
Returns for 3 years40.6150.1981%
Returns for 5 years5.7255.7110%
Returns for 10 years6.6294.747%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
MSLC51.680.45
+0.88%
Morgan Stanley Pathway Large Cap Eq ETF
IWV355.943.03
+0.86%
iShares Russell 3000 ETF
DFSI39.44N/A
+0.01%
Dimensional International Sstby Cr 1 ETF
BSMS23.20-0.01
-0.04%
Invesco BulletShares 2028 Muncpl Bd ETF
NDIA30.79-0.11
-0.35%
Global X India Active ETF