FRSIX
Price
$18.34
Change
+$0.24 (+1.33%)
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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FRSIX vs PMBJX

Header iconFRSIX vs PMBJX Comparison
Open Charts FRSIX vs PMBJXBanner chart's image
Franklin Small-Mid Cap Growth C
Price$18.34
Change+$0.24 (+1.33%)
VolumeN/A
Net Assets3.97B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
FRSIX vs PMBJX Comparison Chart in %
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FRSIX 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 FRSIX is a Buy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. FRSIX (3.97B). 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: 37.02 vs. PMBJX (10.50). FRSIX (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. FRSIX (13.42). PMBJX return over 5 years is better than : 58.39 vs. FRSIX (-22.02).
FRSIXPMBJXFRSIX / PMBJX
Total Expense Ratio1.610.78206%
Annual Report Gross Expense Ratio1.630.78209%
Fund Existence30 years24 years-
Gain YTD5.0407.05771%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.97B32.3B12%
Annual Yield % from dividends0.000.06-
Returns for 1 year13.4215.2688%
Returns for 3 years27.8051.7954%
Returns for 5 years-22.0258.39-38%
Returns for 10 years-40.12100.46-40%
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