FSMRX
Price
$32.73
Change
-$0.46 (-1.39%)
Updated
Jun 13 closing price
Net Assets
3.8B
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$32.73
Change-$0.46 (-1.39%)
VolumeN/A
Net Assets3.8B
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
FSMRX vs PMBPX Comparison Chart
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FSMRX vs. PMBPX commentary
Jun 16, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. FSMRX (3.81B). PMBPX pays higher dividends than FSMRX: PMBPX (0.01) vs FSMRX (0.00). FSMRX was incepted earlier than PMBPX: FSMRX (33 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: 37.02 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than FSMRX: PMBPX (0) vs FSMRX (1000). PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. FSMRX (9.72). PMBPX return over 5 years is better than : 54.31 vs. FSMRX (1.84).
FSMRXPMBPXFSMRX / PMBPX
Total Expense Ratio1.110.83134%
Annual Report Gross Expense Ratio1.130.83136%
Fund Existence33 years25 years-
Gain YTD0.2761.93314%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.81B30.6B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year9.7210.2695%
Returns for 3 years35.9249.5273%
Returns for 5 years1.8454.313%
Returns for 10 years-11.8392.68-13%
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