FSMRX
Price
$34.75
Change
+$0.35 (+1.02%)
Updated
Jul 25 closing price
Net Assets
3.99B
PEMGX
Price
$46.27
Change
+$0.32 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$34.75
Change+$0.35 (+1.02%)
VolumeN/A
Net Assets3.99B
Principal MidCap A
Price$46.27
Change+$0.32 (+0.70%)
VolumeN/A
Net Assets33.21B
FSMRX vs PEMGX Comparison Chart in %
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FSMRX vs. PEMGX commentary
Jul 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 FSMRX is a Buy and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. FSMRX (3.99B). FSMRX (0.00) and PEMGX (0.00) have matching dividends . FSMRX was incepted earlier than PEMGX: FSMRX (33 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 : 17.44 vs. PEMGX (13.43). PEMGX return over 5 years is better than : 55.06 vs. FSMRX (-1.59).
FSMRXPEMGXFSMRX / PEMGX
Total Expense Ratio1.110.91122%
Annual Report Gross Expense Ratio1.130.91124%
Fund Existence33 years20 years-
Gain YTD6.4648.56475%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.99B33.2B12%
Annual Yield % from dividends0.000.00-
Returns for 1 year17.4413.43130%
Returns for 3 years36.3348.7874%
Returns for 5 years-1.5955.06-3%
Returns for 10 years-4.30103.87-4%
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