FSGAX
Price
$48.51
Change
+$0.29 (+0.60%)
Updated
Dec 3 closing price
Net Assets
3.72B
PMBMX
Price
$41.60
Change
+$0.33 (+0.80%)
Updated
Dec 3 closing price
Net Assets
31.57B
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FSGAX vs PMBMX

Header iconFSGAX vs PMBMX Comparison
Open Charts FSGAX vs PMBMXBanner chart's image
Franklin Small-Mid Cap Growth Adv
Price$48.51
Change+$0.29 (+0.60%)
VolumeN/A
Net Assets3.72B
Principal MidCap R3
Price$41.60
Change+$0.33 (+0.80%)
VolumeN/A
Net Assets31.57B
FSGAX vs PMBMX Comparison Chart in %
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FSGAX vs. PMBMX commentary
Dec 04, 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 PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.6B vs. FSGAX (3.72B). PMBMX pays higher dividends than FSGAX: PMBMX (0.02) vs FSGAX (0.01). FSGAX was incepted earlier than PMBMX: FSGAX (29 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than FSGAX (0.60). FSGAX is a more actively managed with annual turnover of: 33.86 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than FSGAX: PMBMX (0) vs FSGAX (100000). FSGAX annual gain was more profitable for investors over the last year : -2.74 vs. PMBMX (-8.38). PMBMX return over 5 years is better than : 23.98 vs. FSGAX (-12.74).
FSGAXPMBMXFSGAX / PMBMX
Total Expense Ratio0.591.1452%
Annual Report Gross Expense Ratio0.601.1453%
Fund Existence29 years25 years-
Gain YTD3.6141.469246%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.72B31.6B12%
Annual Yield % from dividends0.010.0234%
Returns for 1 year-2.74-8.3833%
Returns for 3 years31.2630.25103%
Returns for 5 years-12.7423.98-53%
Returns for 10 years23.6587.4327%
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