FRSGX
Price
$40.89
Change
-$0.13 (-0.32%)
Updated
Aug 15 closing price
Net Assets
3.88B
PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
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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$40.89
Change-$0.13 (-0.32%)
VolumeN/A
Net Assets3.88B
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
FRSGX vs PMBPX Comparison Chart in %
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FRSGX vs. PMBPX commentary
Aug 17, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. FRSGX (3.88B). 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 (0.88) is less costly to investors than PMBPX (0.83). 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 : 13.33 vs. PMBPX (9.12). PMBPX return over 5 years is better than : 45.20 vs. FRSGX (-1.28).
FRSGXPMBPXFRSGX / PMBPX
Total Expense Ratio0.860.83104%
Annual Report Gross Expense Ratio0.880.83106%
Fund Existence34 years25 years-
Gain YTD4.5515.79878%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.88B32.5B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year13.339.12146%
Returns for 3 years20.4130.7566%
Returns for 5 years-1.2845.20-3%
Returns for 10 years5.5596.676%
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