FSGAX
Price
$44.57
Change
-$5.36 (-10.74%)
Updated
Feb 3 closing price
Net Assets
3.54B
PMBMX
Price
$37.68
Change
-$4.68 (-11.05%)
Updated
Feb 3 closing price
Net Assets
29.47B
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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$44.57
Change-$5.36 (-10.74%)
VolumeN/A
Net Assets3.54B
Principal MidCap R3
Price$37.68
Change-$4.68 (-11.05%)
VolumeN/A
Net Assets29.47B
FSGAX vs PMBMX Comparison Chart in %
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FSGAX vs. PMBMX commentary
Feb 05, 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 FSGAX is a Hold and PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.5B vs. FSGAX (3.54B). FSGAX (0.00) and PMBMX (0.00) have matching dividends . 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 (13.70). 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 : -9.13 vs. PMBMX (-11.84). PMBMX return over 5 years is better than : 9.56 vs. FSGAX (-21.53).
FSGAXPMBMXFSGAX / PMBMX
Total Expense Ratio0.591.1452%
Annual Report Gross Expense Ratio0.601.1453%
Fund Existence29 years25 years-
Gain YTD-0.757-2.98725%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.54B29.5B12%
Annual Yield % from dividends0.000.00-
Returns for 1 year-9.13-11.8477%
Returns for 3 years22.5218.93119%
Returns for 5 years-21.539.56-225%
Returns for 10 years48.78108.3445%
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