LBFIX
Price
$58.97
Change
+$0.35 (+0.60%)
Updated
Jul 25 closing price
Net Assets
3.58B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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LBFIX vs PMBPX

Header iconLBFIX vs PMBPX Comparison
Open Charts LBFIX vs PMBPXBanner chart's image
ClearBridge Select I
Price$58.97
Change+$0.35 (+0.60%)
VolumeN/A
Net Assets3.58B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
LBFIX vs PMBPX Comparison Chart in %
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LBFIX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. LBFIX (3.58B). 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 annual gain was more profitable for investors over the last year : 19.83 vs. PMBPX (13.61). LBFIX (58.10) and PMBPX (56.25) have equivalent 5 years return.
LBFIXPMBPXLBFIX / PMBPX
Total Expense Ratio1.100.83133%
Annual Report Gross Expense Ratio1.100.83133%
Fund Existence13 years25 years-
Gain YTD5.1358.60660%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.58B33.2B11%
Annual Yield % from dividends0.000.01-
Returns for 1 year19.8313.61146%
Returns for 3 years57.0049.38115%
Returns for 5 years58.1056.25103%
Returns for 10 years264.46107.27247%
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