LBFIX
Price
$58.79
Change
+$0.04 (+0.07%)
Updated
Aug 15 closing price
Net Assets
3.56B
PEMGX
Price
$45.07
Change
-$0.13 (-0.29%)
Updated
Aug 15 closing price
Net Assets
32.48B
Interact to see
Advertisement

LBFIX vs PEMGX

Header iconLBFIX vs PEMGX Comparison
Open Charts LBFIX vs PEMGXBanner chart's image
ClearBridge Select I
Price$58.79
Change+$0.04 (+0.07%)
VolumeN/A
Net Assets3.56B
Principal MidCap A
Price$45.07
Change-$0.13 (-0.29%)
VolumeN/A
Net Assets32.48B
LBFIX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
LBFIX vs. PEMGX commentary
Aug 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 LBFIX is a Buy and PEMGX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.5B vs. LBFIX (3.56B). 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 : 16.93 vs. PEMGX (8.97). LBFIX return over 5 years is better than : 47.45 vs. PEMGX (44.09).
LBFIXPEMGXLBFIX / PEMGX
Total Expense Ratio1.100.91121%
Annual Report Gross Expense Ratio1.100.91121%
Fund Existence13 years20 years-
Gain YTD4.8145.74884%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.56B32.5B11%
Annual Yield % from dividends0.000.00-
Returns for 1 year16.938.97189%
Returns for 3 years40.6830.18135%
Returns for 5 years47.4544.09108%
Returns for 10 years262.9093.40281%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
PTIN29.840.19
+0.65%
Pacer Trendpilot International ETF
IBHK25.820.01
+0.04%
iShares iBonds 2031 Ter Hi Yld AndIncETF
SPSB30.170.01
+0.03%
SPDR® Portfolio Short Term Corp Bd ETF
NTSE34.38-0.10
-0.28%
WisdomTree Emerging Mkts Effcnt Cr ETF
IAT50.76-0.89
-1.72%
iShares US Regional Banks ETF