FSMRX
Price
$31.08
Change
+$0.11 (+0.36%)
Updated
Dec 24 closing price
Net Assets
3.69B
PMBPX
Price
$42.33
Change
+$0.11 (+0.26%)
Updated
Dec 24 closing price
Net Assets
31.16B
Interact to see
Advertisement

FSMRX vs PMBPX

Header iconFSMRX vs PMBPX Comparison
Open Charts FSMRX vs PMBPXBanner chart's image
Franklin Small-Mid Cap Growth R
Price$31.08
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets3.69B
Principal MidCap R5
Price$42.33
Change+$0.11 (+0.26%)
VolumeN/A
Net Assets31.16B
FSMRX vs PMBPX Comparison Chart in %
View a ticker or compare two or three
VS
FSMRX vs. PMBPX commentary
Dec 26, 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 Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.2B vs. FSMRX (3.69B). 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 (1.10) 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). PMBPX annual gain was more profitable for investors over the last year : -4.57 vs. FSMRX (-7.33). PMBPX return over 5 years is better than : 20.33 vs. FSMRX (-25.07).
FSMRXPMBPXFSMRX / PMBPX
Total Expense Ratio1.090.83131%
Annual Report Gross Expense Ratio1.100.83133%
Fund Existence34 years25 years-
Gain YTD-4.779-2.600184%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.69B31.2B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year-7.33-4.57161%
Returns for 3 years34.7838.8989%
Returns for 5 years-25.0720.33-123%
Returns for 10 years2.10105.532%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
VNQI46.050.12
+0.26%
Vanguard Global ex-US Real Est ETF
VFMF153.150.32
+0.21%
Vanguard US Multifactor ETF
OWNS17.680.02
+0.13%
CCM Affordable Housing MBS ETF
CPSR25.18N/A
N/A
Calamos S&P 500 Structured Alt Protection ETF - March
DUG32.99-0.06
-0.18%
ProShares UltraShort Energy