LBGAX
Price
$45.82
Change
+$0.28 (+0.61%)
Updated
Sep 8 closing price
Net Assets
306.43M
PEMGX
Price
$46.00
Change
+$0.41 (+0.90%)
Updated
Sep 8 closing price
Net Assets
33.05B
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LBGAX vs PEMGX

Header iconLBGAX vs PEMGX Comparison
Open Charts LBGAX vs PEMGXBanner chart's image
ClearBridge Mid Cap Growth A
Price$45.82
Change+$0.28 (+0.61%)
VolumeN/A
Net Assets306.43M
Principal MidCap A
Price$46.00
Change+$0.41 (+0.90%)
VolumeN/A
Net Assets33.05B
LBGAX vs PEMGX Comparison Chart in %
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LBGAX vs. PEMGX commentary
Sep 09, 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 LBGAX is a StrongBuy and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. LBGAX (306M). LBGAX (0.00) and PEMGX (0.00) have matching dividends . LBGAX was incepted earlier than PEMGX: LBGAX (15 years) vs PEMGX (20 years). LBGAX (1.28) is less costly to investors than PEMGX (0.91). LBGAX is a more actively managed with annual turnover of: 23.00 vs. PEMGX (10.50). LBGAX (6%) and PEMGX (6%) have equivalent initial investment costs. LBGAX (1000) and PEMGX (1000) have matching initial minimum investment requirements. LBGAX annual gain was more profitable for investors over the last year : 23.15 vs. PEMGX (9.01). PEMGX return over 5 years is better than : 46.31 vs. LBGAX (35.01).
LBGAXPEMGXLBGAX / PEMGX
Total Expense Ratio1.200.91132%
Annual Report Gross Expense Ratio1.280.91141%
Fund Existence15 years20 years-
Gain YTD7.2796.969104%
Front Load6%6%100%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets306M33B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year23.159.01257%
Returns for 3 years55.3245.42122%
Returns for 5 years35.0146.3176%
Returns for 10 years95.87108.1889%
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