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FSGAX vs PMBPX
FSGAX vs PMBPX Comparison
Open Charts FSGAX vs PMBPX
Franklin Small-Mid Cap Growth Adv
Price$49.26
Change-$0.10 (-0.20%)
VolumeN/A
Net Assets3.84B
FSGAX vs PMBPX Comparison Chart in %
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FSGAX vs. PMBPX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.9B vs. FSGAX (3.84B). 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 (0.60). 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 : 6.96 vs. PMBPX (-2.88). PMBPX return over 5 years is better than : 36.06 vs. FSGAX (-5.97).
| 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 | 5.958 | 2.301 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.84B | 31.9B | 12% |
| Annual Yield % from dividends | 0.01 | 0.01 | 96% |
| Returns for 1 year | 6.96 | -2.88 | -242% |
| Returns for 3 years | 47.63 | 49.26 | 97% |
| Returns for 5 years | -5.97 | 36.06 | -17% |
| Returns for 10 years | 27.49 | 102.57 | 27% |
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