LBFIX
Price
$54.89
Change
-$0.79 (-1.42%)
Updated
Jun 13 closing price
Net Assets
3.36B
PMAQX
Price
$45.54
Change
-$0.70 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
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LBFIX vs PMAQX

Header iconLBFIX vs PMAQX Comparison
Open Charts LBFIX vs PMAQXBanner chart's image
ClearBridge Select I
Price$54.89
Change-$0.79 (-1.42%)
VolumeN/A
Net Assets3.36B
Principal MidCap R6
Price$45.54
Change-$0.70 (-1.51%)
VolumeN/A
Net Assets30.56B
LBFIX vs PMAQX Comparison Chart
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LBFIX vs. PMAQX commentary
Jun 16, 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 Hold and PMAQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 30.6B vs. LBFIX (3.36B). 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 : 14.05 vs. PMAQX (10.62). LBFIX return over 5 years is better than : 62.83 vs. PMAQX (56.82).
LBFIXPMAQXLBFIX / PMAQX
Total Expense Ratio1.100.59186%
Annual Report Gross Expense Ratio1.100.59186%
Fund Existence13 years9 years-
Gain YTD-2.1392.039-105%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.36B30.6B11%
Annual Yield % from dividends0.000.19-
Returns for 1 year14.0510.62132%
Returns for 3 years53.8450.92106%
Returns for 5 years62.8356.82111%
Returns for 10 years232.26N/A-
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