FRSIX
Price
$17.47
Change
-$0.25 (-1.41%)
Updated
Jun 13 closing price
Net Assets
3.8B
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$17.47
Change-$0.25 (-1.41%)
VolumeN/A
Net Assets3.8B
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
FRSIX vs PMBPX Comparison Chart
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FRSIX vs. PMBPX commentary
Jun 16, 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: 30.6B vs. FRSIX (3.81B). 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 : 10.26 vs. FRSIX (9.19). PMBPX return over 5 years is better than : 54.31 vs. FRSIX (-20.30).
FRSIXPMBPXFRSIX / PMBPX
Total Expense Ratio1.610.83194%
Annual Report Gross Expense Ratio1.630.83196%
Fund Existence30 years25 years-
Gain YTD0.0571.9333%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.81B30.6B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year9.1910.2690%
Returns for 3 years25.9649.5252%
Returns for 5 years-20.3054.31-37%
Returns for 10 years-44.0192.68-47%
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