FSGAX
Price
$49.64
Change
+$0.51 (+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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FSGAX vs PMBJX

Header iconFSGAX vs PMBJX Comparison
Open Charts FSGAX vs PMBJXBanner chart's image
Franklin Small-Mid Cap Growth Adv
Price$49.64
Change+$0.51 (+1.04%)
VolumeN/A
Net Assets3.99B
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
FSGAX vs PMBJX Comparison Chart in %
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FSGAX 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 FSGAX is a Buy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. FSGAX (3.99B). PMBJX pays higher dividends than FSGAX: PMBJX (0.06) vs FSGAX (0.01). FSGAX was incepted earlier than PMBJX: FSGAX (29 years) vs PMBJX (24 years). PMBJX (0.78) is less costly to investors than FSGAX (0.63). FSGAX is a more actively managed with annual turnover of: 33.86 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than FSGAX: PMBJX (1000) vs FSGAX (100000). FSGAX annual gain was more profitable for investors over the last year : 18.06 vs. PMBJX (13.47). PMBJX return over 5 years is better than : 55.02 vs. FSGAX (10.10).
FSGAXPMBJXFSGAX / PMBJX
Total Expense Ratio0.610.7878%
Annual Report Gross Expense Ratio0.630.7881%
Fund Existence29 years24 years-
Gain YTD6.7768.65078%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.99B33.2B12%
Annual Yield % from dividends0.010.0613%
Returns for 1 year18.0613.47134%
Returns for 3 years41.4048.8885%
Returns for 5 years10.1055.0218%
Returns for 10 years21.02103.2620%
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