FSMRX
Price
$33.90
Change
+$0.20 (+0.59%)
Updated
Dec 3 closing price
Net Assets
3.72B
PMBMX
Price
$41.60
Change
+$0.33 (+0.80%)
Updated
Dec 3 closing price
Net Assets
31.57B
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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$33.90
Change+$0.20 (+0.59%)
VolumeN/A
Net Assets3.72B
Principal MidCap R3
Price$41.60
Change+$0.33 (+0.80%)
VolumeN/A
Net Assets31.57B
FSMRX vs PMBMX Comparison Chart in %
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FSMRX vs. PMBMX commentary
Dec 04, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.6B vs. FSMRX (3.72B). PMBMX pays higher dividends than FSMRX: PMBMX (0.02) vs FSMRX (0.00). FSMRX was incepted earlier than PMBMX: FSMRX (34 years) vs PMBMX (25 years). PMBMX (1.14) and FSMRX (1.10) have similar cost to investors . FSMRX is a more actively managed with annual turnover of: 33.86 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than FSMRX: PMBMX (0) vs FSMRX (1000). FSMRX annual gain was more profitable for investors over the last year : -2.84 vs. PMBMX (-8.38). PMBMX return over 5 years is better than : 23.98 vs. FSMRX (-22.41).
FSMRXPMBMXFSMRX / PMBMX
Total Expense Ratio1.091.1496%
Annual Report Gross Expense Ratio1.101.1496%
Fund Existence34 years25 years-
Gain YTD3.8601.469263%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.72B31.6B12%
Annual Yield % from dividends0.000.02-
Returns for 1 year-2.84-8.3834%
Returns for 3 years27.4430.2591%
Returns for 5 years-22.4123.98-93%
Returns for 10 years-1.5187.43-2%
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