FRSGX
Price
$37.90
Change
-$0.05 (-0.13%)
Updated
Dec 26 closing price
Net Assets
3.69B
PMBPX
Price
$42.35
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
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FRSGX vs PMBPX

Header iconFRSGX vs PMBPX Comparison
Open Charts FRSGX vs PMBPXBanner chart's image
Franklin Small-Mid Cap Growth A
Price$37.90
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets3.69B
Principal MidCap R5
Price$42.35
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
FRSGX vs PMBPX Comparison Chart in %
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FRSGX vs. PMBPX commentary
Dec 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 Hold and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.2B vs. FRSGX (3.69B). PMBPX pays higher dividends than FRSGX: PMBPX (0.01) vs FRSGX (0.00). FRSGX was incepted earlier than PMBPX: FRSGX (34 years) vs PMBPX (25 years). FRSGX (0.85) and PMBPX (0.83) have similar cost to investors . FRSGX is a more actively managed with annual turnover of: 33.86 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than FRSGX: PMBPX (0) vs FRSGX (1000). PMBPX annual gain was more profitable for investors over the last year : -4.50 vs. FRSGX (-5.67). PMBPX return over 5 years is better than : 20.39 vs. FRSGX (-20.23).
FRSGXPMBPXFRSGX / PMBPX
Total Expense Ratio0.840.83101%
Annual Report Gross Expense Ratio0.850.83102%
Fund Existence34 years25 years-
Gain YTD-3.094-2.554121%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.69B31.2B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year-5.67-4.50126%
Returns for 3 years38.6839.2399%
Returns for 5 years-20.2320.39-99%
Returns for 10 years15.62103.8515%
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