FRSIX
Price
$18.34
Change
+$0.24 (+1.33%)
Updated
Jul 3 closing price
Net Assets
3.97B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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FRSIX vs PMBPX

Header iconFRSIX vs PMBPX Comparison
Open Charts FRSIX vs PMBPXBanner chart's image
Franklin Small-Mid Cap Growth C
Price$18.34
Change+$0.24 (+1.33%)
VolumeN/A
Net Assets3.97B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
FRSIX vs PMBPX Comparison Chart in %
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FRSIX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. FRSIX (3.97B). PMBPX pays higher dividends than FRSIX: PMBPX (0.01) vs FRSIX (0.00). FRSIX was incepted earlier than PMBPX: FRSIX (30 years) vs PMBPX (25 years). FRSIX (1.63) is less costly to investors than PMBPX (0.83). FRSIX is a more actively managed with annual turnover of: 37.02 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than FRSIX: PMBPX (0) vs FRSIX (1000). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. FRSIX (13.42). PMBPX return over 5 years is better than : 59.60 vs. FRSIX (-22.02).
FRSIXPMBPXFRSIX / PMBPX
Total Expense Ratio1.610.83194%
Annual Report Gross Expense Ratio1.630.83196%
Fund Existence30 years25 years-
Gain YTD5.0407.04172%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.97B32.3B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year13.4215.4187%
Returns for 3 years27.8052.3953%
Returns for 5 years-22.0259.60-37%
Returns for 10 years-40.12104.46-38%
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