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FSMRX vs PCBIX
FSMRX vs PCBIX Comparison
Open Charts FSMRX vs PCBIX
Franklin Small-Mid Cap Growth R
Price$34.47
Change+$0.27 (+0.79%)
VolumeN/A
Net Assets3.84B
Principal MidCap Institutional
Price$47.05
Change+$0.35 (+0.75%)
VolumeN/A
Net Assets33.04B
FSMRX vs PCBIX Comparison Chart in %
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FSMRX vs. PCBIX commentary
Sep 28, 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 FSMRX is a Buy and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. FSMRX (3.84B). PCBIX pays higher dividends than FSMRX: PCBIX (0.12) vs FSMRX (0.00). FSMRX was incepted earlier than PCBIX: FSMRX (34 years) vs PCBIX (25 years). FSMRX (1.13) is less costly to investors than PCBIX (0.67). FSMRX is a more actively managed with annual turnover of: 33.86 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than FSMRX: PCBIX (0) vs FSMRX (1000). FSMRX annual gain was more profitable for investors over the last year : 9.46 vs. PCBIX (2.82). PCBIX return over 5 years is better than : 50.47 vs. FSMRX (-8.03).
| FSMRX | PCBIX | FSMRX / PCBIX | |
| Total Expense Ratio | 1.11 | 0.67 | 166% |
| Annual Report Gross Expense Ratio | 1.13 | 0.67 | 169% |
| Fund Existence | 34 years | 25 years | - |
| Gain YTD | 5.607 | 5.564 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.84B | 33B | 12% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 9.46 | 2.82 | 336% |
| Returns for 3 years | 43.45 | 57.35 | 76% |
| Returns for 5 years | -8.03 | 50.47 | -16% |
| Returns for 10 years | 6.75 | 128.47 | 5% |
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