FSMRX
Price
$34.52
Change
-$0.50 (-1.43%)
Updated
Oct 16 closing price
Net Assets
3.91B
PMBJX
Price
$41.55
Change
-$0.78 (-1.84%)
Updated
Oct 16 closing price
Net Assets
32.54B
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FSMRX vs PMBJX

Header iconFSMRX vs PMBJX Comparison
Open Charts FSMRX vs PMBJXBanner chart's image
Franklin Small-Mid Cap Growth R
Price$34.52
Change-$0.50 (-1.43%)
VolumeN/A
Net Assets3.91B
Principal MidCap J
Price$41.55
Change-$0.78 (-1.84%)
VolumeN/A
Net Assets32.54B
FSMRX vs PMBJX Comparison Chart in %
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FSMRX vs. PMBJX commentary
Oct 17, 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 FSMRX is a Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.5B vs. FSMRX (3.91B). PMBJX pays higher dividends than FSMRX: PMBJX (0.06) vs FSMRX (0.00). FSMRX was incepted earlier than PMBJX: FSMRX (34 years) vs PMBJX (25 years). FSMRX (1.10) is less costly to investors than PMBJX (0.78). FSMRX is a more actively managed with annual turnover of: 33.86 vs. PMBJX (10.50). FSMRX (1000) and PMBJX (1000) have matching initial minimum investment requirements. FSMRX annual gain was more profitable for investors over the last year : 7.92 vs. PMBJX (-1.32). PMBJX return over 5 years is better than : 36.85 vs. FSMRX (-14.89).
FSMRXPMBJXFSMRX / PMBJX
Total Expense Ratio1.090.78140%
Annual Report Gross Expense Ratio1.100.78141%
Fund Existence34 years25 years-
Gain YTD6.8633.725184%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.91B32.5B12%
Annual Yield % from dividends0.000.06-
Returns for 1 year7.92-1.32-602%
Returns for 3 years50.8753.2496%
Returns for 5 years-14.8936.85-40%
Returns for 10 years1.57101.562%
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