FSMRX
Price
$34.47
Change
+$0.27 (+0.79%)
Updated
Sep 26 closing price
Net Assets
3.84B
PEMGX
Price
$44.91
Change
+$0.33 (+0.74%)
Updated
Sep 26 closing price
Net Assets
32.79B
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FSMRX vs PEMGX

Header iconFSMRX vs PEMGX Comparison
Open Charts FSMRX vs PEMGXBanner chart's image
Franklin Small-Mid Cap Growth R
Price$34.47
Change+$0.27 (+0.79%)
VolumeN/A
Net Assets3.84B
Principal MidCap A
Price$44.91
Change+$0.33 (+0.74%)
VolumeN/A
Net Assets32.79B
FSMRX vs PEMGX Comparison Chart in %
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FSMRX vs. PEMGX 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 PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.8B vs. FSMRX (3.84B). FSMRX (0.00) and PEMGX (0.00) have matching dividends . FSMRX was incepted earlier than PEMGX: FSMRX (34 years) vs PEMGX (20 years). FSMRX (1.13) is less costly to investors than PEMGX (0.91). FSMRX is a more actively managed with annual turnover of: 33.86 vs. PEMGX (10.50). FSMRX (1000) and PEMGX (1000) have matching initial minimum investment requirements. FSMRX annual gain was more profitable for investors over the last year : 9.46 vs. PEMGX (2.42). PEMGX return over 5 years is better than : 47.58 vs. FSMRX (-8.03).
FSMRXPEMGXFSMRX / PEMGX
Total Expense Ratio1.110.91122%
Annual Report Gross Expense Ratio1.130.91124%
Fund Existence34 years20 years-
Gain YTD5.6075.373104%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.84B32.8B12%
Annual Yield % from dividends0.000.00-
Returns for 1 year9.462.42391%
Returns for 3 years43.4555.6178%
Returns for 5 years-8.0347.58-17%
Returns for 10 years6.75119.456%
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