FSMRX
Price
$34.37
Change
+$0.45 (+1.33%)
Updated
Jul 3 closing price
Net Assets
3.97B
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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FSMRX vs PMBMX

Header iconFSMRX vs PMBMX Comparison
Open Charts FSMRX vs PMBMXBanner chart's image
Franklin Small-Mid Cap Growth R
Price$34.37
Change+$0.45 (+1.33%)
VolumeN/A
Net Assets3.97B
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
FSMRX vs PMBMX Comparison Chart in %
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FSMRX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. FSMRX (3.97B). PMBMX pays higher dividends than FSMRX: PMBMX (0.02) vs FSMRX (0.00). FSMRX was incepted earlier than PMBMX: FSMRX (33 years) vs PMBMX (25 years). PMBMX (1.14) and FSMRX (1.13) have similar cost to investors . FSMRX is a more actively managed with annual turnover of: 37.02 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than FSMRX: PMBMX (0) vs FSMRX (1000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. FSMRX (14.00). PMBMX return over 5 years is better than : 55.71 vs. FSMRX (-0.41).
FSMRXPMBMXFSMRX / PMBMX
Total Expense Ratio1.111.1497%
Annual Report Gross Expense Ratio1.131.1499%
Fund Existence33 years25 years-
Gain YTD5.3006.85477%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.97B32.3B12%
Annual Yield % from dividends0.000.02-
Returns for 1 year14.0014.8095%
Returns for 3 years37.8750.1975%
Returns for 5 years-0.4155.71-1%
Returns for 10 years-5.7194.74-6%
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