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FSMRX vs PCBIX
FSMRX vs PCBIX Comparison
Open Charts FSMRX vs PCBIX
Franklin Small-Mid Cap Growth R
Price$34.08
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets3.88B
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
FSMRX vs PCBIX Comparison Chart in %
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FSMRX vs. PCBIX commentary
Aug 18, 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 Hold and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. FSMRX (3.88B). PCBIX pays higher dividends than FSMRX: PCBIX (0.12) vs FSMRX (0.00). FSMRX was incepted earlier than PCBIX: FSMRX (34 years) vs PCBIX (24 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 : 13.07 vs. PCBIX (9.35). PCBIX return over 5 years is better than : 46.92 vs. FSMRX (-6.96).
| 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 | 24 years | - |
| Gain YTD | 4.412 | 5.901 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.88B | 32.5B | 12% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 13.07 | 9.35 | 140% |
| Returns for 3 years | 18.13 | 31.62 | 57% |
| Returns for 5 years | -6.96 | 46.92 | -15% |
| Returns for 10 years | -6.60 | 101.31 | -7% |
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