FSMRX
Price
$32.73
Change
-$0.46 (-1.39%)
Updated
Jun 13 closing price
Net Assets
3.8B
PMBCX
Price
$35.64
Change
-$0.55 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$32.73
Change-$0.46 (-1.39%)
VolumeN/A
Net Assets3.8B
Principal MidCap C
Price$35.64
Change-$0.55 (-1.52%)
VolumeN/A
Net Assets30.56B
FSMRX vs PMBCX Comparison Chart
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FSMRX vs. PMBCX commentary
Jun 16, 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: 30.6B vs. FSMRX (3.81B). 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 annual gain was more profitable for investors over the last year : 9.72 vs. PMBCX (9.12). PMBCX return over 5 years is better than : 42.73 vs. FSMRX (1.84).
FSMRXPMBCXFSMRX / PMBCX
Total Expense Ratio1.111.7563%
Annual Report Gross Expense Ratio1.131.7565%
Fund Existence33 years18 years-
Gain YTD0.2761.53818%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.81B30.6B12%
Annual Yield % from dividends0.000.00-
Returns for 1 year9.729.12107%
Returns for 3 years35.9242.8584%
Returns for 5 years1.8442.734%
Returns for 10 years-11.8365.54-18%
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