FSGAX
Price
$46.56
Change
-$0.22 (-0.47%)
Updated
Jan 14 closing price
Net Assets
3.74B
PMBPX
Price
$42.74
Change
-$0.25 (-0.58%)
Updated
Jan 13 closing price
Net Assets
31.55B
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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$46.56
Change-$0.22 (-0.47%)
VolumeN/A
Net Assets3.74B
Principal MidCap R5
Price$42.74
Change-$0.25 (-0.58%)
VolumeN/A
Net Assets31.55B
FSGAX vs PMBPX Comparison Chart in %
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FSGAX vs. PMBPX 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.6B vs. FSGAX (3.74B). 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 (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 : 0.17 vs. PMBPX (0.09). PMBPX return over 5 years is better than : 20.98 vs. FSGAX (-15.57).
FSGAXPMBPXFSGAX / PMBPX
Total Expense Ratio0.590.8371%
Annual Report Gross Expense Ratio0.600.8372%
Fund Existence29 years25 years-
Gain YTD4.1642.666156%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.74B31.6B12%
Annual Yield % from dividends0.000.00-
Returns for 1 year0.170.09183%
Returns for 3 years35.7631.84112%
Returns for 5 years-15.5720.98-74%
Returns for 10 years50.82131.1739%
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