FRSIX
Price
$17.47
Change
-$0.25 (-1.41%)
Updated
Jun 13 closing price
Net Assets
3.8B
PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$17.47
Change-$0.25 (-1.41%)
VolumeN/A
Net Assets3.8B
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
FRSIX vs PMBJX Comparison Chart
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FRSIX vs. PMBJX commentary
Jun 16, 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: 30.6B vs. FRSIX (3.81B). 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 : 10.12 vs. FRSIX (9.19). PMBJX return over 5 years is better than : 53.13 vs. FRSIX (-20.30).
FRSIXPMBJXFRSIX / PMBJX
Total Expense Ratio1.610.78206%
Annual Report Gross Expense Ratio1.630.78209%
Fund Existence30 years24 years-
Gain YTD0.0571.9603%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.81B30.6B12%
Annual Yield % from dividends0.000.06-
Returns for 1 year9.1910.1291%
Returns for 3 years25.9648.9653%
Returns for 5 years-20.3053.13-38%
Returns for 10 years-44.0188.94-49%
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