FRSIX
Price
$17.60
Change
+$0.05 (+0.28%)
Updated
Nov 19 closing price
Net Assets
3.63B
PMBJX
Price
$40.56
Change
-$0.02 (-0.05%)
Updated
Nov 19 closing price
Net Assets
30.83B
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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$17.60
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets3.63B
Principal MidCap J
Price$40.56
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets30.83B
FRSIX vs PMBJX Comparison Chart in %
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FRSIX 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 FRSIX is a Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.8B vs. FRSIX (3.63B). 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 (1.60) 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 : -2.28 vs. PMBJX (-6.46). PMBJX return over 5 years is better than : 25.52 vs. FRSIX (-39.02).
FRSIXPMBJXFRSIX / PMBJX
Total Expense Ratio1.590.78204%
Annual Report Gross Expense Ratio1.600.78205%
Fund Existence30 years25 years-
Gain YTD0.515-0.564-91%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.63B30.8B12%
Annual Yield % from dividends0.000.06-
Returns for 1 year-2.28-6.4635%
Returns for 3 years19.4732.3960%
Returns for 5 years-39.0225.52-153%
Returns for 10 years-38.9189.12-44%
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