LBFIX
Price
$61.16
Change
+$0.10 (+0.16%)
Updated
Dec 26 closing price
Net Assets
3.58B
PEMGX
Price
$41.43
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.16B
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LBFIX vs PEMGX

Header iconLBFIX vs PEMGX Comparison
Open Charts LBFIX vs PEMGXBanner chart's image
ClearBridge Select I
Price$61.16
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets3.58B
Principal MidCap A
Price$41.43
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.16B
LBFIX vs PEMGX Comparison Chart in %
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LBFIX vs. PEMGX commentary
Dec 27, 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 LBFIX is a StrongBuy and PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.2B vs. LBFIX (3.58B). LBFIX (0.00) and PEMGX (0.00) have matching dividends . LBFIX was incepted earlier than PEMGX: LBFIX (13 years) vs PEMGX (21 years). LBFIX (1.10) is less costly to investors than PEMGX (0.91). LBFIX is a more actively managed with annual turnover of: 17.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than LBFIX: PEMGX (1000) vs LBFIX (1000000). LBFIX annual gain was more profitable for investors over the last year : 6.28 vs. PEMGX (-4.83). LBFIX return over 5 years is better than : 25.51 vs. PEMGX (19.23).
LBFIXPEMGXLBFIX / PEMGX
Total Expense Ratio1.100.91121%
Annual Report Gross Expense Ratio1.100.91121%
Fund Existence13 years21 years-
Gain YTD8.861-2.839-312%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.58B31.2B11%
Annual Yield % from dividends0.000.00-
Returns for 1 year6.28-4.83-130%
Returns for 3 years64.4538.17169%
Returns for 5 years25.5119.23133%
Returns for 10 years309.52101.96304%
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