LBFIX
Price
$58.97
Change
+$0.35 (+0.60%)
Updated
Jul 25 closing price
Net Assets
3.58B
PMAQX
Price
$48.54
Change
+$0.35 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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LBFIX vs PMAQX

Header iconLBFIX vs PMAQX Comparison
Open Charts LBFIX vs PMAQXBanner chart's image
ClearBridge Select I
Price$58.97
Change+$0.35 (+0.60%)
VolumeN/A
Net Assets3.58B
Principal MidCap R6
Price$48.54
Change+$0.35 (+0.73%)
VolumeN/A
Net Assets33.21B
LBFIX vs PMAQX Comparison Chart in %
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LBFIX vs. PMAQX commentary
Jul 28, 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: 33.2B vs. LBFIX (3.58B). 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 : 19.83 vs. PMAQX (13.98). PMAQX (58.81) and LBFIX (58.10) have equivalent 5 years return.
LBFIXPMAQXLBFIX / PMAQX
Total Expense Ratio1.100.59186%
Annual Report Gross Expense Ratio1.100.59186%
Fund Existence13 years9 years-
Gain YTD5.1358.76159%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.58B33.2B11%
Annual Yield % from dividends0.000.19-
Returns for 1 year19.8313.98142%
Returns for 3 years57.0050.84112%
Returns for 5 years58.1058.8199%
Returns for 10 years264.46N/A-
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