FSGAX
Price
$49.55
Change
-$0.11 (-0.22%)
Updated
Sep 5 closing price
Net Assets
3.93B
PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
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FSGAX vs PMBPX

Header iconFSGAX vs PMBPX Comparison
Open Charts FSGAX vs PMBPXBanner chart's image
Franklin Small-Mid Cap Growth Adv
Price$49.55
Change-$0.11 (-0.22%)
VolumeN/A
Net Assets3.93B
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.13B
FSGAX vs PMBPX Comparison Chart in %
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FSGAX vs. PMBPX commentary
Sep 06, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.1B vs. FSGAX (3.93B). PMBPX (0.01) and FSGAX (0.01) have matching dividends . FSGAX was incepted earlier than PMBPX: FSGAX (29 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than FSGAX (0.63). FSGAX is a more actively managed with annual turnover of: 33.86 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than FSGAX: PMBPX (0) vs FSGAX (100000). FSGAX annual gain was more profitable for investors over the last year : 16.36 vs. PMBPX (9.16). PMBPX return over 5 years is better than : 47.38 vs. FSGAX (6.05).
FSGAXPMBPXFSGAX / PMBPX
Total Expense Ratio0.610.8373%
Annual Report Gross Expense Ratio0.630.8376%
Fund Existence29 years25 years-
Gain YTD6.8197.01897%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.93B33.1B12%
Annual Yield % from dividends0.010.0197%
Returns for 1 year16.369.16179%
Returns for 3 years39.9446.0487%
Returns for 5 years6.0547.3813%
Returns for 10 years26.40111.6324%
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