FRSIX
Price
$17.82
Change
-$0.34 (-1.87%)
Updated
Nov 13 closing price
Net Assets
3.77B
PMBPX
Price
$44.03
Change
-$0.70 (-1.56%)
Updated
Nov 13 closing price
Net Assets
31.99B
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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$17.82
Change-$0.34 (-1.87%)
VolumeN/A
Net Assets3.77B
Principal MidCap R5
Price$44.03
Change-$0.70 (-1.56%)
VolumeN/A
Net Assets31.99B
FRSIX vs PMBPX Comparison Chart in %
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FRSIX vs. PMBPX commentary
Nov 14, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. FRSIX (3.77B). 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 (1.60) 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 : -0.16 vs. PMBPX (-4.82). PMBPX return over 5 years is better than : 31.53 vs. FRSIX (-35.76).
FRSIXPMBPXFRSIX / PMBPX
Total Expense Ratio1.590.83192%
Annual Report Gross Expense Ratio1.600.83193%
Fund Existence30 years25 years-
Gain YTD4.0092.922137%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.77B32B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year-0.16-4.823%
Returns for 3 years20.4234.8259%
Returns for 5 years-35.7631.53-113%
Returns for 10 years-35.33106.99-33%
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