FRSIX
Price
$17.47
Change
-$0.25 (-1.41%)
Updated
Jun 13 closing price
Net Assets
3.8B
PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
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FRSIX vs PMBMX

Header iconFRSIX vs PMBMX Comparison
Open Charts FRSIX vs PMBMXBanner chart's image
Franklin Small-Mid Cap Growth C
Price$17.47
Change-$0.25 (-1.41%)
VolumeN/A
Net Assets3.8B
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
FRSIX vs PMBMX Comparison Chart
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FRSIX vs. PMBMX commentary
Jun 16, 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 FRSIX is a Buy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. FRSIX (3.81B). PMBMX pays higher dividends than FRSIX: PMBMX (0.02) vs FRSIX (0.00). FRSIX was incepted earlier than PMBMX: FRSIX (30 years) vs PMBMX (25 years). FRSIX (1.63) is less costly to investors than PMBMX (1.14). FRSIX is a more actively managed with annual turnover of: 37.02 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than FRSIX: PMBMX (0) vs FRSIX (1000). PMBMX annual gain was more profitable for investors over the last year : 9.71 vs. FRSIX (9.19). PMBMX return over 5 years is better than : 50.58 vs. FRSIX (-20.30).
FRSIXPMBMXFRSIX / PMBMX
Total Expense Ratio1.611.14141%
Annual Report Gross Expense Ratio1.631.14143%
Fund Existence30 years25 years-
Gain YTD0.0571.7873%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.81B30.6B12%
Annual Yield % from dividends0.000.02-
Returns for 1 year9.199.7195%
Returns for 3 years25.9647.3855%
Returns for 5 years-20.3050.58-40%
Returns for 10 years-44.0183.54-53%
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