FSGAX
Price
$49.55
Change
-$0.11 (-0.22%)
Updated
Sep 5 closing price
Net Assets
3.93B
PEMGX
Price
$45.59
Change
-$0.13 (-0.28%)
Updated
Sep 5 closing price
Net Assets
33.13B
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FSGAX vs PEMGX

Header iconFSGAX vs PEMGX Comparison
Open Charts FSGAX vs PEMGXBanner chart's image
Franklin Small-Mid Cap Growth Adv
Price$49.55
Change-$0.11 (-0.22%)
VolumeN/A
Net Assets3.93B
Principal MidCap A
Price$45.59
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.13B
FSGAX vs PEMGX Comparison Chart in %
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FSGAX vs. PEMGX commentary
Sep 06, 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 Buy and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.1B vs. FSGAX (3.93B). FSGAX pays higher dividends than PEMGX: FSGAX (0.01) vs PEMGX (0.00). FSGAX was incepted earlier than PEMGX: FSGAX (29 years) vs PEMGX (20 years). PEMGX (0.91) is less costly to investors than FSGAX (0.63). FSGAX is a more actively managed with annual turnover of: 33.86 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than FSGAX: PEMGX (1000) vs FSGAX (100000). FSGAX annual gain was more profitable for investors over the last year : 16.36 vs. PEMGX (9.01). PEMGX return over 5 years is better than : 46.31 vs. FSGAX (6.05).
FSGAXPEMGXFSGAX / PEMGX
Total Expense Ratio0.610.9167%
Annual Report Gross Expense Ratio0.630.9169%
Fund Existence29 years20 years-
Gain YTD6.8196.96998%
Front LoadN/A6%-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.93B33.1B12%
Annual Yield % from dividends0.010.00-
Returns for 1 year16.369.01182%
Returns for 3 years39.9445.4288%
Returns for 5 years6.0546.3113%
Returns for 10 years26.40108.1824%
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