FSMRX
Price
$34.37
Change
+$0.45 (+1.33%)
Updated
Jul 3 closing price
Net Assets
3.97B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$34.37
Change+$0.45 (+1.33%)
VolumeN/A
Net Assets3.97B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
FSMRX vs PMBPX Comparison Chart in %
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FSMRX vs. PMBPX commentary
Jul 07, 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: 32.3B vs. FSMRX (3.97B). 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 : 15.41 vs. FSMRX (14.00). PMBPX return over 5 years is better than : 59.60 vs. FSMRX (-0.41).
FSMRXPMBPXFSMRX / PMBPX
Total Expense Ratio1.110.83134%
Annual Report Gross Expense Ratio1.130.83136%
Fund Existence33 years25 years-
Gain YTD5.3007.04175%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.97B32.3B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year14.0015.4191%
Returns for 3 years37.8752.3972%
Returns for 5 years-0.4159.60-1%
Returns for 10 years-5.71104.46-5%
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