FSMRX
Price
$34.37
Change
+$0.45 (+1.33%)
Updated
Jul 3 closing price
Net Assets
3.97B
PMBCX
Price
$37.40
Change
+$0.38 (+1.03%)
Updated
Jul 3 closing price
Net Assets
32.28B
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FSMRX vs PMBCX

Header iconFSMRX vs PMBCX Comparison
Open Charts FSMRX vs PMBCXBanner chart's image
Franklin Small-Mid Cap Growth R
Price$34.37
Change+$0.45 (+1.33%)
VolumeN/A
Net Assets3.97B
Principal MidCap C
Price$37.40
Change+$0.38 (+1.03%)
VolumeN/A
Net Assets32.28B
FSMRX vs PMBCX Comparison Chart in %
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FSMRX vs. PMBCX commentary
Jul 07, 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 PMBCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. FSMRX (3.97B). FSMRX (0.00) and PMBCX (0.00) have matching dividends . FSMRX was incepted earlier than PMBCX: FSMRX (33 years) vs PMBCX (18 years). PMBCX (1.75) is less costly to investors than FSMRX (1.13). FSMRX is a more actively managed with annual turnover of: 37.02 vs. PMBCX (10.50). FSMRX (1000) and PMBCX (1000) have matching initial minimum investment requirements. FSMRX (14.00) and PMBCX (13.57) have marching annual gain over last year. PMBCX return over 5 years is better than : 47.59 vs. FSMRX (-0.41).
FSMRXPMBCXFSMRX / PMBCX
Total Expense Ratio1.111.7563%
Annual Report Gross Expense Ratio1.131.7565%
Fund Existence33 years18 years-
Gain YTD5.3006.55381%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.97B32.3B12%
Annual Yield % from dividends0.000.00-
Returns for 1 year14.0013.57103%
Returns for 3 years37.8745.5883%
Returns for 5 years-0.4147.59-1%
Returns for 10 years-5.7175.67-8%
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