FRSGX
Price
$40.18
Change
-$0.77 (-1.88%)
Updated
Nov 13 closing price
Net Assets
3.77B
PMBPX
Price
$44.03
Change
-$0.70 (-1.56%)
Updated
Nov 13 closing price
Net Assets
31.99B
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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$40.18
Change-$0.77 (-1.88%)
VolumeN/A
Net Assets3.77B
Principal MidCap R5
Price$44.03
Change-$0.70 (-1.56%)
VolumeN/A
Net Assets31.99B
FRSGX vs PMBPX Comparison Chart in %
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FRSGX vs. PMBPX commentary
Nov 14, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. FRSGX (3.77B). 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 : 0.59 vs. PMBPX (-4.82). PMBPX return over 5 years is better than : 31.53 vs. FRSGX (-12.89).
FRSGXPMBPXFRSGX / PMBPX
Total Expense Ratio0.840.83101%
Annual Report Gross Expense Ratio0.850.83102%
Fund Existence34 years25 years-
Gain YTD4.7052.922161%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.77B32B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year0.59-4.82-12%
Returns for 3 years32.5234.8293%
Returns for 5 years-12.8931.53-41%
Returns for 10 years15.16106.9914%
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