FSGAX
Price
$48.89
Change
-$0.31 (-0.63%)
Updated
Sep 25 closing price
Net Assets
3.87B
PMBPX
Price
$45.48
Change
-$0.34 (-0.74%)
Updated
Sep 25 closing price
Net Assets
33B
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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$48.89
Change-$0.31 (-0.63%)
VolumeN/A
Net Assets3.87B
Principal MidCap R5
Price$45.48
Change-$0.34 (-0.74%)
VolumeN/A
Net Assets33B
FSGAX vs PMBPX Comparison Chart in %
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FSGAX vs. PMBPX commentary
Sep 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 Hold and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. FSGAX (3.87B). 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 : 10.27 vs. PMBPX (2.67). PMBPX return over 5 years is better than : 47.63 vs. FSGAX (2.70).
FSGAXPMBPXFSGAX / PMBPX
Total Expense Ratio0.610.8373%
Annual Report Gross Expense Ratio0.630.8376%
Fund Existence29 years25 years-
Gain YTD5.8294.648125%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.87B33B12%
Annual Yield % from dividends0.010.0197%
Returns for 1 year10.272.67384%
Returns for 3 years49.1054.7190%
Returns for 5 years2.7047.636%
Returns for 10 years34.33120.0829%
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