LBFIX
Price
$60.27
Change
+$0.33 (+0.55%)
Updated
Dec 3 closing price
Net Assets
3.55B
PEMGX
Price
$43.50
Change
+$0.35 (+0.81%)
Updated
Dec 3 closing price
Net Assets
31.57B
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LBFIX vs PEMGX

Header iconLBFIX vs PEMGX Comparison
Open Charts LBFIX vs PEMGXBanner chart's image
ClearBridge Select I
Price$60.27
Change+$0.33 (+0.55%)
VolumeN/A
Net Assets3.55B
Principal MidCap A
Price$43.50
Change+$0.35 (+0.81%)
VolumeN/A
Net Assets31.57B
LBFIX vs PEMGX Comparison Chart in %
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LBFIX vs. PEMGX commentary
Dec 05, 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: 31.6B vs. LBFIX (3.55B). LBFIX (0.00) and PEMGX (0.00) have matching dividends . LBFIX was incepted earlier than PEMGX: LBFIX (13 years) vs PEMGX (20 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 : 2.03 vs. PEMGX (-7.41). LBFIX return over 5 years is better than : 29.72 vs. PEMGX (25.07).
LBFIXPEMGXLBFIX / PEMGX
Total Expense Ratio1.100.91121%
Annual Report Gross Expense Ratio1.100.91121%
Fund Existence13 years20 years-
Gain YTD7.4522.065361%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.55B31.6B11%
Annual Yield % from dividends0.000.00-
Returns for 1 year2.03-7.41-27%
Returns for 3 years54.3832.06170%
Returns for 5 years29.7225.07119%
Returns for 10 years278.1194.30295%
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