LBFIX
Price
$61.06
Change
+$0.11 (+0.18%)
Updated
Dec 24 closing price
Net Assets
3.58B
PMBCX
Price
$33.37
Change
+$0.08 (+0.24%)
Updated
Dec 24 closing price
Net Assets
31.16B
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LBFIX vs PMBCX

Header iconLBFIX vs PMBCX Comparison
Open Charts LBFIX vs PMBCXBanner chart's image
ClearBridge Select I
Price$61.06
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets3.58B
Principal MidCap C
Price$33.37
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets31.16B
LBFIX vs PMBCX Comparison Chart in %
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LBFIX vs. PMBCX commentary
Dec 26, 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 PMBCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.2B vs. LBFIX (3.58B). LBFIX (0.00) and PMBCX (0.00) have matching dividends . LBFIX was incepted earlier than PMBCX: LBFIX (13 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than LBFIX (1.10). LBFIX is a more actively managed with annual turnover of: 17.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than LBFIX: PMBCX (1000) vs LBFIX (1000000). LBFIX annual gain was more profitable for investors over the last year : 6.28 vs. PMBCX (-6.89). LBFIX return over 5 years is better than : 25.51 vs. PMBCX (9.70).
LBFIXPMBCXLBFIX / PMBCX
Total Expense Ratio1.101.7563%
Annual Report Gross Expense Ratio1.101.7563%
Fund Existence13 years19 years-
Gain YTD8.861-4.929-180%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.58B31.2B11%
Annual Yield % from dividends0.000.00-
Returns for 1 year6.28-6.89-91%
Returns for 3 years64.4531.48205%
Returns for 5 years25.519.70263%
Returns for 10 years309.5274.71414%
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