FSGAX
Price
$47.86
Change
-$0.92 (-1.89%)
Updated
Nov 13 closing price
Net Assets
3.77B
PMBPX
Price
$44.03
Change
-$0.70 (-1.56%)
Updated
Nov 13 closing price
Net Assets
31.99B
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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$47.86
Change-$0.92 (-1.89%)
VolumeN/A
Net Assets3.77B
Principal MidCap R5
Price$44.03
Change-$0.70 (-1.56%)
VolumeN/A
Net Assets31.99B
FSGAX vs PMBPX Comparison Chart in %
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FSGAX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. FSGAX (3.77B). PMBPX pays higher dividends than FSGAX: PMBPX (0.01) vs FSGAX (0.01). FSGAX was incepted earlier than PMBPX: FSGAX (29 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than FSGAX (0.60). 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 : 0.83 vs. PMBPX (-4.82). PMBPX return over 5 years is better than : 31.53 vs. FSGAX (-8.21).
FSGAXPMBPXFSGAX / PMBPX
Total Expense Ratio0.590.8371%
Annual Report Gross Expense Ratio0.600.8372%
Fund Existence29 years25 years-
Gain YTD4.9262.922169%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.77B32B12%
Annual Yield % from dividends0.010.0193%
Returns for 1 year0.83-4.82-17%
Returns for 3 years34.8034.82100%
Returns for 5 years-8.2131.53-26%
Returns for 10 years28.82106.9927%
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