FRSIX
Price
$18.54
Change
+$0.19 (+1.04%)
Updated
Jul 25 closing price
Net Assets
3.99B
PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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FRSIX vs PMBJX

Header iconFRSIX vs PMBJX Comparison
Open Charts FRSIX vs PMBJXBanner chart's image
Franklin Small-Mid Cap Growth C
Price$18.54
Change+$0.19 (+1.04%)
VolumeN/A
Net Assets3.99B
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
FRSIX vs PMBJX Comparison Chart in %
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FRSIX vs. PMBJX commentary
Jul 27, 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 FRSIX is a Buy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. FRSIX (3.99B). PMBJX pays higher dividends than FRSIX: PMBJX (0.06) vs FRSIX (0.00). FRSIX was incepted earlier than PMBJX: FRSIX (30 years) vs PMBJX (24 years). FRSIX (1.63) is less costly to investors than PMBJX (0.78). FRSIX is a more actively managed with annual turnover of: 33.86 vs. PMBJX (10.50). FRSIX (1000) and PMBJX (1000) have matching initial minimum investment requirements. FRSIX annual gain was more profitable for investors over the last year : 16.90 vs. PMBJX (13.47). PMBJX return over 5 years is better than : 55.02 vs. FRSIX (-22.94).
FRSIXPMBJXFRSIX / PMBJX
Total Expense Ratio1.610.78206%
Annual Report Gross Expense Ratio1.630.78209%
Fund Existence30 years24 years-
Gain YTD6.1868.65072%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.99B33.2B12%
Annual Yield % from dividends0.000.06-
Returns for 1 year16.9013.47125%
Returns for 3 years26.3848.8854%
Returns for 5 years-22.9455.02-42%
Returns for 10 years-39.21103.26-38%
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