FSGAX
Price
$47.86
Change
-$0.92 (-1.89%)
Updated
Nov 13 closing price
Net Assets
3.77B
PMBMX
Price
$41.26
Change
-$0.65 (-1.55%)
Updated
Nov 13 closing price
Net Assets
31.99B
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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$47.86
Change-$0.92 (-1.89%)
VolumeN/A
Net Assets3.77B
Principal MidCap R3
Price$41.26
Change-$0.65 (-1.55%)
VolumeN/A
Net Assets31.99B
FSGAX vs PMBMX Comparison Chart in %
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FSGAX vs. PMBMX commentary
Nov 14, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32B vs. FSGAX (3.77B). 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 : 0.83 vs. PMBMX (-5.35). PMBMX return over 5 years is better than : 28.27 vs. FSGAX (-8.21).
FSGAXPMBMXFSGAX / PMBMX
Total Expense Ratio0.591.1452%
Annual Report Gross Expense Ratio0.601.1453%
Fund Existence29 years25 years-
Gain YTD4.9262.595190%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.77B32B12%
Annual Yield % from dividends0.010.0233%
Returns for 1 year0.83-5.35-16%
Returns for 3 years34.8032.82106%
Returns for 5 years-8.2128.27-29%
Returns for 10 years28.8296.9930%
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