LBFIX
Price
$57.52
Change
+$0.72 (+1.27%)
Updated
Jul 3 closing price
Net Assets
3.5B
PMAQX
Price
$47.82
Change
+$0.49 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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LBFIX vs PMAQX

Header iconLBFIX vs PMAQX Comparison
Open Charts LBFIX vs PMAQXBanner chart's image
ClearBridge Select I
Price$57.52
Change+$0.72 (+1.27%)
VolumeN/A
Net Assets3.5B
Principal MidCap R6
Price$47.82
Change+$0.49 (+1.04%)
VolumeN/A
Net Assets32.28B
LBFIX vs PMAQX Comparison Chart in %
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LBFIX vs. PMAQX commentary
Jul 07, 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 PMAQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 32.3B vs. LBFIX (3.5B). PMAQX pays higher dividends than LBFIX: PMAQX (0.19) vs LBFIX (0.00). LBFIX was incepted earlier than PMAQX: LBFIX (13 years) vs PMAQX (9 years). LBFIX (1.10) is less costly to investors than PMAQX (0.59). LBFIX is a more actively managed with annual turnover of: 17.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than LBFIX: PMAQX (0) vs LBFIX (1000000). LBFIX (16.20) and PMAQX (15.77) have marching annual gain over last year. PMAQX return over 5 years is better than : 62.17 vs. LBFIX (57.24).
LBFIXPMAQXLBFIX / PMAQX
Total Expense Ratio1.100.59186%
Annual Report Gross Expense Ratio1.100.59186%
Fund Existence13 years9 years-
Gain YTD2.5497.14836%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.5B32.3B11%
Annual Yield % from dividends0.000.19-
Returns for 1 year16.2015.77103%
Returns for 3 years56.4353.80105%
Returns for 5 years57.2462.1792%
Returns for 10 years258.16N/A-
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