FRSIX
Price
$18.36
Change
-$0.04 (-0.22%)
Updated
Oct 17 closing price
Net Assets
3.84B
PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
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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$18.36
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets3.84B
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.93B
FRSIX vs PMBJX Comparison Chart in %
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FRSIX vs. PMBJX commentary
Oct 21, 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 Hold and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.9B vs. FRSIX (3.84B). PMBJX pays higher dividends than FRSIX: PMBJX (0.06) vs FRSIX (0.00). 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 (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 : 5.88 vs. PMBJX (-3.03). PMBJX return over 5 years is better than : 34.98 vs. FRSIX (-34.17).
FRSIXPMBJXFRSIX / PMBJX
Total Expense Ratio1.590.78204%
Annual Report Gross Expense Ratio1.600.78205%
Fund Existence30 years25 years-
Gain YTD5.1552.303224%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.84B31.9B12%
Annual Yield % from dividends0.000.06-
Returns for 1 year5.88-3.03-194%
Returns for 3 years31.9948.6766%
Returns for 5 years-34.1734.98-98%
Returns for 10 years-35.9698.61-36%
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