FRSGX
Price
$39.27
Change
-$0.54 (-1.36%)
Updated
Jun 13 closing price
Net Assets
3.86B
PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
31.03B
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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$39.27
Change-$0.54 (-1.36%)
VolumeN/A
Net Assets3.86B
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets31.03B
FRSGX vs PMBJX Comparison Chart
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FRSGX vs. PMBJX commentary
Jun 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31B vs. FRSGX (3.86B). 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 (10.12) and FRSGX (10.03) have marching annual gain over last year. PMBJX return over 5 years is better than : 53.13 vs. FRSGX (8.09).
FRSGXPMBJXFRSGX / PMBJX
Total Expense Ratio0.860.78110%
Annual Report Gross Expense Ratio0.880.78113%
Fund Existence33 years24 years-
Gain YTD0.4091.96021%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.86B31B12%
Annual Yield % from dividends0.000.06-
Returns for 1 year10.0310.1299%
Returns for 3 years38.6248.9679%
Returns for 5 years8.0953.1315%
Returns for 10 years-0.3088.94-0%
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