FRSIX
Price
$14.70
Change
-$3.91 (-21.01%)
Updated
Feb 3 closing price
Net Assets
3.61B
PMBJX
Price
$37.80
Change
-$4.64 (-10.93%)
Updated
Feb 3 closing price
Net Assets
30.27B
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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$14.70
Change-$3.91 (-21.01%)
VolumeN/A
Net Assets3.61B
Principal MidCap J
Price$37.80
Change-$4.64 (-10.93%)
VolumeN/A
Net Assets30.27B
FRSIX vs PMBJX Comparison Chart in %
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FRSIX vs. PMBJX commentary
Feb 04, 2026

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 Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.3B vs. FRSIX (3.61B). FRSIX (0.00) and PMBJX (0.00) have matching dividends . FRSIX was incepted earlier than PMBJX: FRSIX (30 years) vs PMBJX (25 years). FRSIX (1.60) is less costly to investors than PMBJX (0.78). FRSIX is a more actively managed with annual turnover of: 33.86 vs. PMBJX (13.70). FRSIX (1000) and PMBJX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : -11.50 vs. FRSIX (-20.15). PMBJX return over 5 years is better than : 11.44 vs. FRSIX (-47.59).
FRSIXPMBJXFRSIX / PMBJX
Total Expense Ratio1.590.78204%
Annual Report Gross Expense Ratio1.600.78205%
Fund Existence30 years25 years-
Gain YTD-0.877-2.95330%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.61B30.3B12%
Annual Yield % from dividends0.000.00-
Returns for 1 year-20.15-11.50175%
Returns for 3 years5.5320.2627%
Returns for 5 years-47.5911.44-416%
Returns for 10 years-31.47114.81-27%
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