FRSIX
Price
$18.34
Change
+$0.24 (+1.33%)
Updated
Jul 3 closing price
Net Assets
3.97B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$18.34
Change+$0.24 (+1.33%)
VolumeN/A
Net Assets3.97B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
FRSIX vs PMBMX Comparison Chart in %
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FRSIX vs. PMBMX commentary
Jul 07, 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: 32.3B vs. FRSIX (3.97B). 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 : 14.80 vs. FRSIX (13.42). PMBMX return over 5 years is better than : 55.71 vs. FRSIX (-22.02).
FRSIXPMBMXFRSIX / PMBMX
Total Expense Ratio1.611.14141%
Annual Report Gross Expense Ratio1.631.14143%
Fund Existence30 years25 years-
Gain YTD5.0406.85474%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.97B32.3B12%
Annual Yield % from dividends0.000.02-
Returns for 1 year13.4214.8091%
Returns for 3 years27.8050.1955%
Returns for 5 years-22.0255.71-40%
Returns for 10 years-40.1294.74-42%
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