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FSGAX vs PMBMX
FSGAX vs PMBMX Comparison
Open Charts FSGAX vs PMBMX
Franklin Small-Mid Cap Growth Adv
Price$49.64
Change+$0.51 (+1.04%)
VolumeN/A
Net Assets3.99B
FSGAX vs PMBMX Comparison Chart in %
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FSGAX vs. PMBMX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. FSGAX (3.99B). 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 (0.63). 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 : 18.06 vs. PMBMX (13.04). PMBMX return over 5 years is better than : 52.44 vs. FSGAX (10.10).
| FSGAX | PMBMX | FSGAX / PMBMX | |
| Total Expense Ratio | 0.61 | 1.14 | 54% |
| Annual Report Gross Expense Ratio | 0.63 | 1.14 | 55% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 6.776 | 8.421 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.99B | 33.2B | 12% |
| Annual Yield % from dividends | 0.01 | 0.02 | 35% |
| Returns for 1 year | 18.06 | 13.04 | 138% |
| Returns for 3 years | 41.40 | 47.27 | 88% |
| Returns for 5 years | 10.10 | 52.44 | 19% |
| Returns for 10 years | 21.02 | 97.42 | 22% |
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