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FSGAX vs PCBIX
FSGAX vs PCBIX Comparison
Open Charts FSGAX vs PCBIX
Franklin Small-Mid Cap Growth Adv
Price$48.69
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets3.89B
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.57B
FSGAX vs PCBIX Comparison Chart in %
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FSGAX vs. PCBIX commentary
Aug 17, 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 FSGAX is a StrongBuy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.6B vs. FSGAX (3.89B). PCBIX pays higher dividends than FSGAX: PCBIX (0.12) vs FSGAX (0.01). FSGAX was incepted earlier than PCBIX: FSGAX (29 years) vs PCBIX (24 years). PCBIX (0.67) is less costly to investors than FSGAX (0.63). FSGAX is a more actively managed with annual turnover of: 33.86 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than FSGAX: PCBIX (0) vs FSGAX (100000). FSGAX annual gain was more profitable for investors over the last year : 15.83 vs. PCBIX (10.85). PCBIX return over 5 years is better than : 47.35 vs. FSGAX (4.35).
| FSGAX | PCBIX | FSGAX / PCBIX | |
| Total Expense Ratio | 0.61 | 0.67 | 91% |
| Annual Report Gross Expense Ratio | 0.63 | 0.67 | 94% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 5.033 | 6.215 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.89B | 32.6B | 12% |
| Annual Yield % from dividends | 0.01 | 0.12 | 6% |
| Returns for 1 year | 15.83 | 10.85 | 146% |
| Returns for 3 years | 22.54 | 32.38 | 70% |
| Returns for 5 years | 4.35 | 47.35 | 9% |
| Returns for 10 years | 17.96 | 101.74 | 18% |
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