FSMRX
Price
$30.23
Change
-$4.69 (-13.43%)
Updated
Feb 3 closing price
Net Assets
3.61B
PMBMX
Price
$37.68
Change
-$4.68 (-11.05%)
Updated
Feb 3 closing price
Net Assets
29.47B
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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$30.23
Change-$4.69 (-13.43%)
VolumeN/A
Net Assets3.61B
Principal MidCap R3
Price$37.68
Change-$4.68 (-11.05%)
VolumeN/A
Net Assets29.47B
FSMRX vs PMBMX Comparison Chart in %
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FSMRX vs. PMBMX commentary
Feb 04, 2026

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 Hold and PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.5B vs. FSMRX (3.61B). FSMRX (0.00) and PMBMX (0.00) have matching dividends . 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 (13.70). PMBMX has a lower initial minimum investment than FSMRX: PMBMX (0) vs FSMRX (1000). PMBMX (-11.84) and FSMRX (-12.17) have marching annual gain over last year. PMBMX return over 5 years is better than : 9.56 vs. FSMRX (-30.31).
FSMRXPMBMXFSMRX / PMBMX
Total Expense Ratio1.091.1496%
Annual Report Gross Expense Ratio1.101.1496%
Fund Existence34 years25 years-
Gain YTD-0.820-2.98727%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.61B29.5B12%
Annual Yield % from dividends0.000.00-
Returns for 1 year-12.17-11.84103%
Returns for 3 years17.2218.9391%
Returns for 5 years-30.319.56-317%
Returns for 10 years15.69108.3414%
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