FRSGX
Price
$41.38
Change
+$0.33 (+0.80%)
Updated
Sep 26 closing price
Net Assets
3.84B
PMBJX
Price
$43.04
Change
+$0.32 (+0.75%)
Updated
Sep 26 closing price
Net Assets
32.79B
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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$41.38
Change+$0.33 (+0.80%)
VolumeN/A
Net Assets3.84B
Principal MidCap J
Price$43.04
Change+$0.32 (+0.75%)
VolumeN/A
Net Assets32.79B
FRSGX vs PMBJX Comparison Chart in %
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FRSGX 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 FRSGX is a Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.8B vs. FRSGX (3.84B). 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 (0.88) 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 : 8.86 vs. PMBJX (1.65). PMBJX return over 5 years is better than : 46.44 vs. FRSGX (-3.16).
FRSGXPMBJXFRSGX / PMBJX
Total Expense Ratio0.860.78110%
Annual Report Gross Expense Ratio0.880.78113%
Fund Existence34 years25 years-
Gain YTD4.9604.680106%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.84B32.8B12%
Annual Yield % from dividends0.000.06-
Returns for 1 year8.861.65535%
Returns for 3 years45.1054.5483%
Returns for 5 years-3.1646.44-7%
Returns for 10 years19.71117.1717%
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