FSMRX
Price
$30.23
Change
-$4.69 (-13.43%)
Updated
Feb 3 closing price
Net Assets
3.61B
PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
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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$30.23
Change-$4.69 (-13.43%)
VolumeN/A
Net Assets3.61B
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
FSMRX vs PMBPX Comparison Chart in %
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FSMRX vs. PMBPX commentary
Feb 04, 2026

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.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. FSMRX (3.61B). FSMRX (0.00) and PMBPX (0.00) have matching dividends . 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 (13.70). 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 : -11.17 vs. FSMRX (-12.17). PMBPX return over 5 years is better than : 12.76 vs. FSMRX (-30.31).
FSMRXPMBPXFSMRX / PMBPX
Total Expense Ratio1.090.83131%
Annual Report Gross Expense Ratio1.100.83133%
Fund Existence34 years25 years-
Gain YTD-0.820-2.93128%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.61B30.3B12%
Annual Yield % from dividends0.000.00-
Returns for 1 year-12.17-11.17109%
Returns for 3 years17.2221.0082%
Returns for 5 years-30.3112.76-238%
Returns for 10 years15.69119.3913%
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