FRSGX
Price
$39.56
Change
+$0.01 (+0.03%)
Updated
Nov 18 closing price
Net Assets
3.63B
PMBJX
Price
$40.58
Change
-$0.00 (-0.00%)
Updated
Nov 18 closing price
Net Assets
30.87B
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FRSGX vs PMBJX

Header iconFRSGX vs PMBJX Comparison
Open Charts FRSGX vs PMBJXBanner chart's image
Franklin Small-Mid Cap Growth A
Price$39.56
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets3.63B
Principal MidCap J
Price$40.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets30.87B
FRSGX vs PMBJX Comparison Chart in %
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FRSGX vs. PMBJX commentary
Nov 20, 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 FRSGX is a Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. FRSGX (3.63B). PMBJX pays higher dividends than FRSGX: PMBJX (0.06) vs FRSGX (0.00). FRSGX was incepted earlier than PMBJX: FRSGX (34 years) vs PMBJX (25 years). FRSGX (0.85) is less costly to investors than PMBJX (0.78). FRSGX is a more actively managed with annual turnover of: 33.86 vs. PMBJX (10.50). FRSGX (1000) and PMBJX (1000) have matching initial minimum investment requirements. FRSGX annual gain was more profitable for investors over the last year : -0.53 vs. PMBJX (-6.53). PMBJX return over 5 years is better than : 24.63 vs. FRSGX (-17.22).
FRSGXPMBJXFRSGX / PMBJX
Total Expense Ratio0.840.78108%
Annual Report Gross Expense Ratio0.850.78109%
Fund Existence34 years25 years-
Gain YTD1.125-0.564-200%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.63B30.9B12%
Annual Yield % from dividends0.000.06-
Returns for 1 year-0.53-6.538%
Returns for 3 years31.3132.3997%
Returns for 5 years-17.2224.63-70%
Returns for 10 years8.7189.1210%
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