FRSIX
Price
$18.54
Change
+$0.19 (+1.04%)
Updated
Jul 25 closing price
Net Assets
3.99B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$18.54
Change+$0.19 (+1.04%)
VolumeN/A
Net Assets3.99B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
FRSIX vs PMBPX Comparison Chart in %
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FRSIX vs. PMBPX commentary
Jul 27, 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: 33.2B vs. FRSIX (3.99B). 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 : 16.90 vs. PMBPX (13.61). PMBPX return over 5 years is better than : 56.25 vs. FRSIX (-22.94).
FRSIXPMBPXFRSIX / PMBPX
Total Expense Ratio1.610.83194%
Annual Report Gross Expense Ratio1.630.83196%
Fund Existence30 years25 years-
Gain YTD6.1868.60672%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.99B33.2B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year16.9013.61124%
Returns for 3 years26.3849.3853%
Returns for 5 years-22.9456.25-41%
Returns for 10 years-39.21107.27-37%
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