FRSIX
Price
$18.44
Change
-$0.15 (-0.81%)
Updated
Oct 7 closing price
Net Assets
3.91B
PMBJX
Price
$42.74
Change
-$0.30 (-0.70%)
Updated
Oct 7 closing price
Net Assets
33.08B
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FRSIX vs PMBJX

Header iconFRSIX vs PMBJX Comparison
Open Charts FRSIX vs PMBJXBanner chart's image
Franklin Small-Mid Cap Growth C
Price$18.44
Change-$0.15 (-0.81%)
VolumeN/A
Net Assets3.91B
Principal MidCap J
Price$42.74
Change-$0.30 (-0.70%)
VolumeN/A
Net Assets33.08B
FRSIX vs PMBJX Comparison Chart in %
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FRSIX vs. PMBJX commentary
Oct 08, 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 FRSIX is a Buy and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.1B vs. FRSIX (3.91B). PMBJX pays higher dividends than FRSIX: PMBJX (0.06) vs FRSIX (0.00). FRSIX was incepted earlier than PMBJX: FRSIX (30 years) vs PMBJX (25 years). FRSIX (1.63) is less costly to investors than PMBJX (0.78). FRSIX is a more actively managed with annual turnover of: 33.86 vs. PMBJX (10.50). FRSIX (1000) and PMBJX (1000) have matching initial minimum investment requirements. FRSIX annual gain was more profitable for investors over the last year : 10.59 vs. PMBJX (4.12). PMBJX return over 5 years is better than : 39.19 vs. FRSIX (-31.80).
FRSIXPMBJXFRSIX / PMBJX
Total Expense Ratio1.610.78206%
Annual Report Gross Expense Ratio1.630.78209%
Fund Existence30 years25 years-
Gain YTD6.4725.464118%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.91B33.1B12%
Annual Yield % from dividends0.000.06-
Returns for 1 year10.594.12257%
Returns for 3 years32.5054.1960%
Returns for 5 years-31.8039.19-81%
Returns for 10 years-35.90105.33-34%
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