LBFIX
Price
$57.52
Change
+$0.72 (+1.27%)
Updated
Jul 3 closing price
Net Assets
3.5B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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LBFIX vs PMBJX

Header iconLBFIX vs PMBJX Comparison
Open Charts LBFIX vs PMBJXBanner chart's image
ClearBridge Select I
Price$57.52
Change+$0.72 (+1.27%)
VolumeN/A
Net Assets3.5B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
LBFIX vs PMBJX Comparison Chart in %
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LBFIX vs. PMBJX 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. LBFIX (3.5B). PMBJX pays higher dividends than LBFIX: PMBJX (0.06) vs LBFIX (0.00). LBFIX was incepted earlier than PMBJX: LBFIX (13 years) vs PMBJX (24 years). LBFIX (1.10) is less costly to investors than PMBJX (0.78). LBFIX is a more actively managed with annual turnover of: 17.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than LBFIX: PMBJX (1000) vs LBFIX (1000000). LBFIX annual gain was more profitable for investors over the last year : 16.20 vs. PMBJX (15.26). PMBJX (58.39) and LBFIX (57.24) have equivalent 5 years return.
LBFIXPMBJXLBFIX / PMBJX
Total Expense Ratio1.100.78141%
Annual Report Gross Expense Ratio1.100.78141%
Fund Existence13 years24 years-
Gain YTD2.5497.05736%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.5B32.3B11%
Annual Yield % from dividends0.000.06-
Returns for 1 year16.2015.26106%
Returns for 3 years56.4351.79109%
Returns for 5 years57.2458.3998%
Returns for 10 years258.16100.46257%
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