FSMRX
Price
$34.37
Change
+$0.45 (+1.33%)
Updated
Jul 3 closing price
Net Assets
3.97B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
Interact to see
Advertisement

FSMRX vs PMBJX

Header iconFSMRX vs PMBJX Comparison
Open Charts FSMRX vs PMBJXBanner chart's image
Franklin Small-Mid Cap Growth R
Price$34.37
Change+$0.45 (+1.33%)
VolumeN/A
Net Assets3.97B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
FSMRX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FSMRX vs. PMBJX commentary
Jul 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. FSMRX (3.97B). 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 annual gain was more profitable for investors over the last year : 15.26 vs. FSMRX (14.00). PMBJX return over 5 years is better than : 58.39 vs. FSMRX (-0.41).
FSMRXPMBJXFSMRX / PMBJX
Total Expense Ratio1.110.78142%
Annual Report Gross Expense Ratio1.130.78145%
Fund Existence33 years24 years-
Gain YTD5.3007.05775%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.97B32.3B12%
Annual Yield % from dividends0.000.06-
Returns for 1 year14.0015.2692%
Returns for 3 years37.8751.7973%
Returns for 5 years-0.4158.39-1%
Returns for 10 years-5.71100.46-6%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PLCIX63.980.78
+1.23%
Voya Large-Cap Growth I
MLRTX10.350.12
+1.17%
NYLI Winslow Large Cap Growth Class R2
FFBFX29.160.28
+0.97%
Emerald Finance & Bking Innovt Fd Inv
ABASX21.010.12
+0.57%
AB Discovery Value A
PJOQX22.730.11
+0.49%
PGIM Jennison Focused Value R6