FSMRX
Price
$34.47
Change
+$0.27 (+0.79%)
Updated
Sep 26 closing price
Net Assets
3.84B
PMBPX
Price
$45.82
Change
+$0.34 (+0.75%)
Updated
Sep 26 closing price
Net Assets
32.79B
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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$34.47
Change+$0.27 (+0.79%)
VolumeN/A
Net Assets3.84B
Principal MidCap R5
Price$45.82
Change+$0.34 (+0.75%)
VolumeN/A
Net Assets32.79B
FSMRX vs PMBPX Comparison Chart in %
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FSMRX vs. PMBPX commentary
Sep 28, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.8B vs. FSMRX (3.84B). 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 : 9.46 vs. PMBPX (2.56). PMBPX return over 5 years is better than : 48.73 vs. FSMRX (-8.03).
FSMRXPMBPXFSMRX / PMBPX
Total Expense Ratio1.110.83134%
Annual Report Gross Expense Ratio1.130.83136%
Fund Existence34 years25 years-
Gain YTD5.6075.430103%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.84B32.8B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year9.462.56370%
Returns for 3 years43.4556.2377%
Returns for 5 years-8.0348.73-16%
Returns for 10 years6.75123.125%
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