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FSGAX vs PMBPX
FSGAX vs PMBPX Comparison
Open Charts FSGAX vs PMBPX
Franklin Small-Mid Cap Growth Adv
Price$44.57
Change-$5.36 (-10.74%)
VolumeN/A
Net Assets3.54B
FSGAX vs PMBPX Comparison Chart in %
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FSGAX vs. PMBPX 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 PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. FSGAX (3.54B). FSGAX (0.00) and PMBPX (0.00) 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 (0.60). FSGAX is a more actively managed with annual turnover of: 33.86 vs. PMBPX (13.70). 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 : -9.13 vs. PMBPX (-11.17). PMBPX return over 5 years is better than : 12.76 vs. FSGAX (-21.53).
| FSGAX | PMBPX | FSGAX / PMBPX | |
| Total Expense Ratio | 0.59 | 0.83 | 71% |
| Annual Report Gross Expense Ratio | 0.60 | 0.83 | 72% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | -0.757 | -2.931 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.54B | 30.3B | 12% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.13 | -11.17 | 82% |
| Returns for 3 years | 22.52 | 21.00 | 107% |
| Returns for 5 years | -21.53 | 12.76 | -169% |
| Returns for 10 years | 48.78 | 119.39 | 41% |
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