FSGAX
Price
$49.26
Change
-$0.10 (-0.20%)
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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FSGAX vs PMBJX

Header iconFSGAX vs PMBJX Comparison
Open Charts FSGAX vs PMBJXBanner chart's image
Franklin Small-Mid Cap Growth Adv
Price$49.26
Change-$0.10 (-0.20%)
VolumeN/A
Net Assets3.84B
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.93B
FSGAX vs PMBJX Comparison Chart in %
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FSGAX vs. PMBJX commentary
Oct 19, 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 Hold and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.9B vs. FSGAX (3.84B). PMBJX pays higher dividends than FSGAX: PMBJX (0.06) vs FSGAX (0.01). FSGAX was incepted earlier than PMBJX: FSGAX (29 years) vs PMBJX (25 years). PMBJX (0.78) is less costly to investors than FSGAX (0.60). 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 : 6.96 vs. PMBJX (-3.03). PMBJX return over 5 years is better than : 34.98 vs. FSGAX (-5.97).
FSGAXPMBJXFSGAX / PMBJX
Total Expense Ratio0.590.7876%
Annual Report Gross Expense Ratio0.600.7877%
Fund Existence29 years25 years-
Gain YTD5.9582.303259%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.84B31.9B12%
Annual Yield % from dividends0.010.0613%
Returns for 1 year6.96-3.03-230%
Returns for 3 years47.6348.6798%
Returns for 5 years-5.9734.98-17%
Returns for 10 years27.4998.6128%
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