FRSIX
Price
$18.48
Change
-$0.04 (-0.22%)
Updated
Sep 5 closing price
Net Assets
3.93B
PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
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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$18.48
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets3.93B
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.13B
FRSIX vs PMBPX Comparison Chart in %
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FRSIX vs. PMBPX commentary
Sep 08, 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: 33.1B vs. FRSIX (3.93B). 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: 33.86 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than FRSIX: PMBPX (0) vs FRSIX (1000). FRSIX annual gain was more profitable for investors over the last year : 14.93 vs. PMBPX (9.16). PMBPX return over 5 years is better than : 47.38 vs. FRSIX (-25.96).
FRSIXPMBPXFRSIX / PMBPX
Total Expense Ratio1.610.83194%
Annual Report Gross Expense Ratio1.630.83196%
Fund Existence30 years25 years-
Gain YTD5.8427.01883%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.93B33.1B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year14.939.16163%
Returns for 3 years24.7846.0454%
Returns for 5 years-25.9647.38-55%
Returns for 10 years-36.67111.63-33%
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