LBFIX
Price
$54.89
Change
-$0.79 (-1.42%)
Updated
Jun 13 closing price
Net Assets
3.36B
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
Interact to see
Advertisement

LBFIX vs PMBPX

Header iconLBFIX vs PMBPX Comparison
Open Charts LBFIX vs PMBPXBanner chart's image
ClearBridge Select I
Price$54.89
Change-$0.79 (-1.42%)
VolumeN/A
Net Assets3.36B
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
LBFIX vs PMBPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
LBFIX vs. PMBPX commentary
Jun 16, 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 Hold and PMBPX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. LBFIX (3.36B). 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 : 14.05 vs. PMBPX (10.26). LBFIX return over 5 years is better than : 62.83 vs. PMBPX (54.31).
LBFIXPMBPXLBFIX / PMBPX
Total Expense Ratio1.100.83133%
Annual Report Gross Expense Ratio1.100.83133%
Fund Existence13 years25 years-
Gain YTD-2.1391.933-111%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.36B30.6B11%
Annual Yield % from dividends0.000.01-
Returns for 1 year14.0510.26137%
Returns for 3 years53.8449.52109%
Returns for 5 years62.8354.31116%
Returns for 10 years232.2692.68251%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
FIAX18.26-0.01
-0.05%
Nicholas Fixed Income Alternative ETF
USTB50.51-0.04
-0.08%
VictoryShares Short-Term Bond ETF
IGSB52.31-0.07
-0.13%
iShares 1-5 Year invmt Grd Corp Bd ETF
MVF6.64-0.02
-0.36%
BlackRock MuniVest Fund
DEMZ37.24-0.63
-1.66%
Democratic Large Cap Core ETF