FRSIX
Price
$14.70
Change
-$3.91 (-21.01%)
Updated
Feb 3 closing price
Net Assets
3.61B
PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
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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$14.70
Change-$3.91 (-21.01%)
VolumeN/A
Net Assets3.61B
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
FRSIX vs PMBPX Comparison Chart in %
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FRSIX vs. PMBPX commentary
Feb 04, 2026

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 Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. FRSIX (3.61B). FRSIX (0.00) and PMBPX (0.00) have matching dividends . 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 (13.70). 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 : -11.17 vs. FRSIX (-20.15). PMBPX return over 5 years is better than : 12.76 vs. FRSIX (-47.59).
FRSIXPMBPXFRSIX / PMBPX
Total Expense Ratio1.590.83192%
Annual Report Gross Expense Ratio1.600.83193%
Fund Existence30 years25 years-
Gain YTD-0.877-2.93130%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.61B30.3B12%
Annual Yield % from dividends0.000.00-
Returns for 1 year-20.15-11.17180%
Returns for 3 years5.5321.0026%
Returns for 5 years-47.5912.76-373%
Returns for 10 years-31.47119.39-26%
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