FSGAX
Price
$46.56
Change
-$0.22 (-0.47%)
Updated
Jan 14 closing price
Net Assets
3.74B
PMBMX
Price
$39.86
Change
-$0.24 (-0.60%)
Updated
Jan 13 closing price
Net Assets
31.35B
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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$46.56
Change-$0.22 (-0.47%)
VolumeN/A
Net Assets3.74B
Principal MidCap R3
Price$39.86
Change-$0.24 (-0.60%)
VolumeN/A
Net Assets31.35B
FSGAX vs PMBMX Comparison Chart in %
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FSGAX vs. PMBMX commentary
Jan 15, 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: 31.3B vs. FSGAX (3.74B). 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 (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 : 0.17 vs. PMBMX (-0.67). PMBMX return over 5 years is better than : 17.54 vs. FSGAX (-15.57).
FSGAXPMBMXFSGAX / PMBMX
Total Expense Ratio0.591.1452%
Annual Report Gross Expense Ratio0.601.1453%
Fund Existence29 years25 years-
Gain YTD4.1642.626159%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.74B31.3B12%
Annual Yield % from dividends0.000.00-
Returns for 1 year0.17-0.67-25%
Returns for 3 years35.7629.57121%
Returns for 5 years-15.5717.54-89%
Returns for 10 years50.82119.4243%
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