FRSGX
Price
$40.18
Change
-$0.77 (-1.88%)
Updated
Nov 13 closing price
Net Assets
3.77B
PMBJX
Price
$41.35
Change
-$0.66 (-1.57%)
Updated
Nov 13 closing price
Net Assets
31.99B
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FRSGX vs PMBJX

Header iconFRSGX vs PMBJX Comparison
Open Charts FRSGX vs PMBJXBanner chart's image
Franklin Small-Mid Cap Growth A
Price$40.18
Change-$0.77 (-1.88%)
VolumeN/A
Net Assets3.77B
Principal MidCap J
Price$41.35
Change-$0.66 (-1.57%)
VolumeN/A
Net Assets31.99B
FRSGX vs PMBJX Comparison Chart in %
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FRSGX vs. PMBJX commentary
Nov 14, 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 FRSGX is a Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32B vs. FRSGX (3.77B). PMBJX pays higher dividends than FRSGX: PMBJX (0.06) vs FRSGX (0.00). FRSGX was incepted earlier than PMBJX: FRSGX (34 years) vs PMBJX (25 years). FRSGX (0.85) is less costly to investors than PMBJX (0.78). FRSGX is a more actively managed with annual turnover of: 33.86 vs. PMBJX (10.50). FRSGX (1000) and PMBJX (1000) have matching initial minimum investment requirements. FRSGX annual gain was more profitable for investors over the last year : 0.59 vs. PMBJX (-4.98). PMBJX return over 5 years is better than : 30.46 vs. FRSGX (-12.89).
FRSGXPMBJXFRSGX / PMBJX
Total Expense Ratio0.840.78108%
Annual Report Gross Expense Ratio0.850.78109%
Fund Existence34 years25 years-
Gain YTD4.7052.940160%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.77B32B12%
Annual Yield % from dividends0.000.06-
Returns for 1 year0.59-4.98-12%
Returns for 3 years32.5234.3095%
Returns for 5 years-12.8930.46-42%
Returns for 10 years15.16102.9215%
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