FSMRX
Price
$34.45
Change
-$0.07 (-0.20%)
Updated
Oct 17 closing price
Net Assets
3.84B
PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
Updated
Oct 17 closing price
Net Assets
31.93B
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$34.45
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets3.84B
Principal MidCap R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.93B
FSMRX vs PMBPX Comparison Chart in %
View a ticker or compare two or three
VS
FSMRX vs. PMBPX commentary
Oct 19, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.9B 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 (1.10) 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). FSMRX annual gain was more profitable for investors over the last year : 6.43 vs. PMBPX (-2.88). PMBPX return over 5 years is better than : 36.06 vs. FSMRX (-15.93).
FSMRXPMBPXFSMRX / PMBPX
Total Expense Ratio1.090.83131%
Annual Report Gross Expense Ratio1.100.83133%
Fund Existence34 years25 years-
Gain YTD5.5452.301241%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.84B31.9B12%
Annual Yield % from dividends0.000.01-
Returns for 1 year6.43-2.88-223%
Returns for 3 years42.3649.2686%
Returns for 5 years-15.9336.06-44%
Returns for 10 years0.85102.571%
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 %
BUFY21.820.05
+0.25%
FT Vest Laddered Intl Mod Buffr ETF
PVI24.860.01
+0.04%
Invesco Floating Rate MunicipalIncomeETF
DFAS67.55-0.10
-0.15%
Dimensional US Small Cap ETF
FDT75.32-0.68
-0.89%
First Trust Dev Mkts Ex-US AlphaDEX® ETF
XTL147.83-1.87
-1.25%
SPDR® S&P Telecom ETF