FRSIX
Price
$18.17
Change
-$0.06 (-0.33%)
Updated
Aug 15 closing price
Net Assets
3.88B
PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
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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$18.17
Change-$0.06 (-0.33%)
VolumeN/A
Net Assets3.88B
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
FRSIX vs PMBPX Comparison Chart in %
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FRSIX vs. PMBPX commentary
Aug 18, 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 Hold and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. FRSIX (3.88B). 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 : 12.44 vs. PMBPX (9.12). PMBPX return over 5 years is better than : 45.20 vs. FRSIX (-27.20).
FRSIXPMBPXFRSIX / PMBPX
Total Expense Ratio1.610.83194%
Annual Report Gross Expense Ratio1.630.83196%
Fund Existence30 years25 years-
Gain YTD4.0665.79870%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.88B32.5B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year12.449.12136%
Returns for 3 years9.4630.7531%
Returns for 5 years-27.2045.20-60%
Returns for 10 years-40.7296.67-42%
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