FSMRX
Price
$32.73
Change
-$0.46 (-1.39%)
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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FSMRX vs PMBJX

Header iconFSMRX vs PMBJX Comparison
Open Charts FSMRX vs PMBJXBanner chart's image
Franklin Small-Mid Cap Growth R
Price$32.73
Change-$0.46 (-1.39%)
VolumeN/A
Net Assets3.8B
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
FSMRX vs PMBJX Comparison Chart
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FSMRX 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 FSMRX is a Buy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. FSMRX (3.81B). PMBJX pays higher dividends than FSMRX: PMBJX (0.06) vs FSMRX (0.00). FSMRX was incepted earlier than PMBJX: FSMRX (33 years) vs PMBJX (24 years). FSMRX (1.13) is less costly to investors than PMBJX (0.78). FSMRX is a more actively managed with annual turnover of: 37.02 vs. PMBJX (10.50). FSMRX (1000) and PMBJX (1000) have matching initial minimum investment requirements. PMBJX (10.12) and FSMRX (9.72) have marching annual gain over last year. PMBJX return over 5 years is better than : 53.13 vs. FSMRX (1.84).
FSMRXPMBJXFSMRX / PMBJX
Total Expense Ratio1.110.78142%
Annual Report Gross Expense Ratio1.130.78145%
Fund Existence33 years24 years-
Gain YTD0.2761.96014%
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 year9.7210.1296%
Returns for 3 years35.9248.9673%
Returns for 5 years1.8453.133%
Returns for 10 years-11.8388.94-13%
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