FRSGX
Price
$41.36
Change
-$0.09 (-0.22%)
Updated
Oct 17 closing price
Net Assets
3.85B
PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
Updated
Oct 17 closing price
Net Assets
31.76B
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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$41.36
Change-$0.09 (-0.22%)
VolumeN/A
Net Assets3.85B
Principal MidCap R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.76B
FRSGX vs PMBPX Comparison Chart in %
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FRSGX vs. PMBPX commentary
Oct 19, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. FRSGX (3.85B). 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 : 6.68 vs. PMBPX (-2.88). PMBPX return over 5 years is better than : 36.06 vs. FRSGX (-10.77).
FRSGXPMBPXFRSGX / PMBPX
Total Expense Ratio0.840.83101%
Annual Report Gross Expense Ratio0.850.83102%
Fund Existence34 years25 years-
Gain YTD5.7532.301250%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.85B31.8B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year6.68-2.88-232%
Returns for 3 years45.1249.2692%
Returns for 5 years-10.7736.06-30%
Returns for 10 years14.00102.5714%
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