LBFIX
Price
$57.52
Change
+$0.72 (+1.27%)
Updated
Jul 3 closing price
Net Assets
3.5B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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LBFIX vs PMBPX

Header iconLBFIX vs PMBPX Comparison
Open Charts LBFIX vs PMBPXBanner chart's image
ClearBridge Select I
Price$57.52
Change+$0.72 (+1.27%)
VolumeN/A
Net Assets3.5B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
LBFIX vs PMBPX Comparison Chart in %
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LBFIX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. LBFIX (3.5B). PMBPX pays higher dividends than LBFIX: PMBPX (0.01) vs LBFIX (0.00). LBFIX was incepted earlier than PMBPX: LBFIX (13 years) vs PMBPX (25 years). LBFIX (1.10) is less costly to investors than PMBPX (0.83). LBFIX is a more actively managed with annual turnover of: 17.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than LBFIX: PMBPX (0) vs LBFIX (1000000). LBFIX (16.20) and PMBPX (15.41) have marching annual gain over last year. PMBPX (59.60) and LBFIX (57.24) have equivalent 5 years return.
LBFIXPMBPXLBFIX / PMBPX
Total Expense Ratio1.100.83133%
Annual Report Gross Expense Ratio1.100.83133%
Fund Existence13 years25 years-
Gain YTD2.5497.04136%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.5B32.3B11%
Annual Yield % from dividends0.000.01-
Returns for 1 year16.2015.41105%
Returns for 3 years56.4352.39108%
Returns for 5 years57.2459.6096%
Returns for 10 years258.16104.46247%
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