LBFIX
Price
$60.32
Change
+$0.17 (+0.28%)
Updated
Oct 17 closing price
Net Assets
3.59B
PMAQX
Price
$45.72
Change
+$0.21 (+0.46%)
Updated
Oct 17 closing price
Net Assets
31.76B
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LBFIX vs PMAQX

Header iconLBFIX vs PMAQX Comparison
Open Charts LBFIX vs PMAQXBanner chart's image
ClearBridge Select I
Price$60.32
Change+$0.17 (+0.28%)
VolumeN/A
Net Assets3.59B
Principal MidCap R6
Price$45.72
Change+$0.21 (+0.46%)
VolumeN/A
Net Assets31.76B
LBFIX vs PMAQX Comparison Chart in %
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LBFIX vs. PMAQX commentary
Oct 18, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 31.8B vs. LBFIX (3.59B). 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 annual gain was more profitable for investors over the last year : 10.80 vs. PMAQX (-2.59). PMAQX (38.23) and LBFIX (37.78) have equivalent 5 years return.
LBFIXPMAQXLBFIX / PMAQX
Total Expense Ratio1.100.59186%
Annual Report Gross Expense Ratio1.100.59186%
Fund Existence13 years9 years-
Gain YTD7.5412.442309%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.59B31.8B11%
Annual Yield % from dividends0.000.19-
Returns for 1 year10.80-2.59-417%
Returns for 3 years70.0650.62138%
Returns for 5 years37.7838.2399%
Returns for 10 years295.54N/A-
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