FRSGX
Price
$40.72
Change
+$0.25 (+0.62%)
Updated
Dec 3 closing price
Net Assets
3.72B
PMBPX
Price
$44.40
Change
+$0.35 (+0.79%)
Updated
Dec 3 closing price
Net Assets
31.57B
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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$40.72
Change+$0.25 (+0.62%)
VolumeN/A
Net Assets3.72B
Principal MidCap R5
Price$44.40
Change+$0.35 (+0.79%)
VolumeN/A
Net Assets31.57B
FRSGX vs PMBPX Comparison Chart in %
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FRSGX vs. PMBPX commentary
Dec 04, 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.6B vs. FRSGX (3.72B). 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). FRSGX annual gain was more profitable for investors over the last year : -2.98 vs. PMBPX (-7.88). PMBPX return over 5 years is better than : 27.10 vs. FRSGX (-17.20).
FRSGXPMBPXFRSGX / PMBPX
Total Expense Ratio0.840.83101%
Annual Report Gross Expense Ratio0.850.83102%
Fund Existence34 years25 years-
Gain YTD3.3751.795188%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.72B31.6B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year-2.98-7.8838%
Returns for 3 years29.0532.1590%
Returns for 5 years-17.2027.10-63%
Returns for 10 years10.5696.8511%
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