FRSGX
Price
$41.24
Change
+$0.55 (+1.35%)
Updated
Jul 3 closing price
Net Assets
3.97B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$41.24
Change+$0.55 (+1.35%)
VolumeN/A
Net Assets3.97B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
FRSGX vs PMBJX Comparison Chart in %
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FRSGX vs. PMBJX 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 FRSGX is a Buy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. FRSGX (3.97B). PMBJX pays higher dividends than FRSGX: PMBJX (0.06) vs FRSGX (0.00). FRSGX was incepted earlier than PMBJX: FRSGX (33 years) vs PMBJX (24 years). FRSGX (0.88) is less costly to investors than PMBJX (0.78). FRSGX is a more actively managed with annual turnover of: 37.02 vs. PMBJX (10.50). FRSGX (1000) and PMBJX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. FRSGX (14.30). PMBJX return over 5 years is better than : 58.39 vs. FRSGX (5.72).
FRSGXPMBJXFRSGX / PMBJX
Total Expense Ratio0.860.78110%
Annual Report Gross Expense Ratio0.880.78113%
Fund Existence33 years24 years-
Gain YTD5.4467.05777%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.97B32.3B12%
Annual Yield % from dividends0.000.06-
Returns for 1 year14.3015.2694%
Returns for 3 years40.6151.7978%
Returns for 5 years5.7258.3910%
Returns for 10 years6.62100.467%
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