FRSGX
Price
$36.91
Change
-$5.01 (-11.95%)
Updated
Feb 3 closing price
Net Assets
3.61B
PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
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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$36.91
Change-$5.01 (-11.95%)
VolumeN/A
Net Assets3.61B
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
FRSGX vs PMBPX Comparison Chart in %
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FRSGX vs. PMBPX commentary
Feb 04, 2026

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: 30.3B vs. FRSGX (3.61B). FRSGX (0.00) and PMBPX (0.00) have matching dividends . 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 (13.70). 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 : -10.52 vs. PMBPX (-11.17). PMBPX return over 5 years is better than : 12.76 vs. FRSGX (-25.73).
FRSGXPMBPXFRSGX / PMBPX
Total Expense Ratio0.840.83101%
Annual Report Gross Expense Ratio0.850.83102%
Fund Existence34 years25 years-
Gain YTD-0.806-2.93128%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.61B30.3B12%
Annual Yield % from dividends0.000.00-
Returns for 1 year-10.52-11.1794%
Returns for 3 years20.0321.0095%
Returns for 5 years-25.7312.76-202%
Returns for 10 years32.10119.3927%
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