FSMRX
Price
$33.46
Change
-$0.64 (-1.88%)
Updated
Nov 13 closing price
Net Assets
3.77B
PMBMX
Price
$41.26
Change
-$0.65 (-1.55%)
Updated
Nov 13 closing price
Net Assets
31.99B
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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$33.46
Change-$0.64 (-1.88%)
VolumeN/A
Net Assets3.77B
Principal MidCap R3
Price$41.26
Change-$0.65 (-1.55%)
VolumeN/A
Net Assets31.99B
FSMRX vs PMBMX Comparison Chart in %
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FSMRX vs. PMBMX commentary
Nov 14, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32B vs. FSMRX (3.77B). 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 : 0.32 vs. PMBMX (-5.35). PMBMX return over 5 years is better than : 28.27 vs. FSMRX (-17.93).
FSMRXPMBMXFSMRX / PMBMX
Total Expense Ratio1.091.1496%
Annual Report Gross Expense Ratio1.101.1496%
Fund Existence34 years25 years-
Gain YTD4.4732.595172%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.77B32B12%
Annual Yield % from dividends0.000.02-
Returns for 1 year0.32-5.35-6%
Returns for 3 years29.9532.8291%
Returns for 5 years-17.9328.27-63%
Returns for 10 years1.8896.992%
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