FSGAX
Price
$48.89
Change
-$0.31 (-0.63%)
Updated
Sep 25 closing price
Net Assets
3.87B
PMBJX
Price
$42.72
Change
-$0.32 (-0.74%)
Updated
Sep 25 closing price
Net Assets
33B
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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$48.89
Change-$0.31 (-0.63%)
VolumeN/A
Net Assets3.87B
Principal MidCap J
Price$42.72
Change-$0.32 (-0.74%)
VolumeN/A
Net Assets33B
FSGAX vs PMBJX Comparison Chart in %
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FSGAX vs. PMBJX commentary
Sep 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 Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33B vs. FSGAX (3.87B). 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 (0.63). 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 : 10.27 vs. PMBJX (2.53). PMBJX return over 5 years is better than : 46.44 vs. FSGAX (2.70).
FSGAXPMBJXFSGAX / PMBJX
Total Expense Ratio0.610.7878%
Annual Report Gross Expense Ratio0.630.7881%
Fund Existence29 years25 years-
Gain YTD5.8294.680125%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.87B33B12%
Annual Yield % from dividends0.010.0613%
Returns for 1 year10.272.53406%
Returns for 3 years49.1054.1591%
Returns for 5 years2.7046.446%
Returns for 10 years34.33115.8730%
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