FSGAX
Price
$49.87
Change
+$0.39 (+0.79%)
Updated
Oct 6 closing price
Net Assets
3.88B
PMBJX
Price
$43.04
Change
-$0.12 (-0.28%)
Updated
Oct 6 closing price
Net Assets
33.17B
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FSGAX vs PMBJX

Header iconFSGAX vs PMBJX Comparison
Open Charts FSGAX vs PMBJXBanner chart's image
Franklin Small-Mid Cap Growth Adv
Price$49.87
Change+$0.39 (+0.79%)
VolumeN/A
Net Assets3.88B
Principal MidCap J
Price$43.04
Change-$0.12 (-0.28%)
VolumeN/A
Net Assets33.17B
FSGAX vs PMBJX Comparison Chart in %
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FSGAX 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 FSGAX is a Buy and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. FSGAX (3.88B). PMBJX pays higher dividends than FSGAX: PMBJX (0.06) vs FSGAX (0.01). FSGAX was incepted earlier than PMBJX: FSGAX (29 years) vs PMBJX (25 years). PMBJX (0.78) is less costly to investors than FSGAX (0.63). FSGAX is a more actively managed with annual turnover of: 33.86 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than FSGAX: PMBJX (1000) vs FSGAX (100000). FSGAX annual gain was more profitable for investors over the last year : 9.72 vs. PMBJX (3.14). PMBJX return over 5 years is better than : 41.27 vs. FSGAX (-2.92).
FSGAXPMBJXFSGAX / PMBJX
Total Expense Ratio0.610.7878%
Annual Report Gross Expense Ratio0.630.7881%
Fund Existence29 years25 years-
Gain YTD6.4315.758112%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.88B33.2B12%
Annual Yield % from dividends0.010.0613%
Returns for 1 year9.723.14309%
Returns for 3 years47.1454.6286%
Returns for 5 years-2.9241.27-7%
Returns for 10 years26.62105.9025%
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