FRSGX
Price
$41.36
Change
-$0.09 (-0.22%)
Updated
Oct 17 closing price
Net Assets
3.85B
PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
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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$41.36
Change-$0.09 (-0.22%)
VolumeN/A
Net Assets3.85B
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
FRSGX vs PMBJX Comparison Chart in %
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FRSGX vs. PMBJX 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 FRSGX is a Hold and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. FRSGX (3.85B). 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 : 6.68 vs. PMBJX (-3.03). PMBJX return over 5 years is better than : 34.98 vs. FRSGX (-10.77).
FRSGXPMBJXFRSGX / PMBJX
Total Expense Ratio0.840.78108%
Annual Report Gross Expense Ratio0.850.78109%
Fund Existence34 years25 years-
Gain YTD5.7532.303250%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.85B31.8B12%
Annual Yield % from dividends0.000.06-
Returns for 1 year6.68-3.03-221%
Returns for 3 years45.1248.6793%
Returns for 5 years-10.7734.98-31%
Returns for 10 years14.0098.6114%
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