FSMRX
Price
$33.04
Change
+$0.09 (+0.27%)
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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FSMRX vs PMBJX

Header iconFSMRX vs PMBJX Comparison
Open Charts FSMRX vs PMBJXBanner chart's image
Franklin Small-Mid Cap Growth R
Price$33.04
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets3.63B
Principal MidCap J
Price$40.56
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets30.83B
FSMRX vs PMBJX Comparison Chart in %
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FSMRX 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 FSMRX is a Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.8B vs. FSMRX (3.63B). 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 : -1.76 vs. PMBJX (-6.46). PMBJX return over 5 years is better than : 25.52 vs. FSMRX (-22.12).
FSMRXPMBJXFSMRX / PMBJX
Total Expense Ratio1.090.78140%
Annual Report Gross Expense Ratio1.100.78141%
Fund Existence34 years25 years-
Gain YTD0.950-0.564-169%
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-1.76-6.4627%
Returns for 3 years28.8632.3989%
Returns for 5 years-22.1225.52-87%
Returns for 10 years-3.8089.12-4%
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