FSMRX
Price
$34.08
Change
-$0.10 (-0.29%)
Updated
Aug 15 closing price
Net Assets
3.88B
PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
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FSMRX vs PMBPX

Header iconFSMRX vs PMBPX Comparison
Open Charts FSMRX vs PMBPXBanner chart's image
Franklin Small-Mid Cap Growth R
Price$34.08
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets3.88B
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
FSMRX vs PMBPX Comparison Chart in %
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FSMRX vs. PMBPX commentary
Aug 18, 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 Hold and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. FSMRX (3.88B). PMBPX pays higher dividends than FSMRX: PMBPX (0.01) vs FSMRX (0.00). FSMRX was incepted earlier than PMBPX: FSMRX (34 years) vs PMBPX (25 years). FSMRX (1.13) is less costly to investors than PMBPX (0.83). FSMRX is a more actively managed with annual turnover of: 33.86 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than FSMRX: PMBPX (0) vs FSMRX (1000). FSMRX annual gain was more profitable for investors over the last year : 13.07 vs. PMBPX (9.12). PMBPX return over 5 years is better than : 45.20 vs. FSMRX (-6.96).
FSMRXPMBPXFSMRX / PMBPX
Total Expense Ratio1.110.83134%
Annual Report Gross Expense Ratio1.130.83136%
Fund Existence34 years25 years-
Gain YTD4.4125.79876%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.88B32.5B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year13.079.12143%
Returns for 3 years18.1330.7559%
Returns for 5 years-6.9645.20-15%
Returns for 10 years-6.6096.67-7%
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