LBGAX
Price
$45.60
Change
+$0.39 (+0.86%)
Updated
Sep 26 closing price
Net Assets
306.98M
PMBPX
Price
$45.82
Change
+$0.34 (+0.75%)
Updated
Sep 26 closing price
Net Assets
33.04B
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LBGAX vs PMBPX

Header iconLBGAX vs PMBPX Comparison
Open Charts LBGAX vs PMBPXBanner chart's image
ClearBridge Mid Cap Growth A
Price$45.60
Change+$0.39 (+0.86%)
VolumeN/A
Net Assets306.98M
Principal MidCap R5
Price$45.82
Change+$0.34 (+0.75%)
VolumeN/A
Net Assets33.04B
LBGAX vs PMBPX Comparison Chart in %
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LBGAX vs. PMBPX commentary
Sep 29, 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 Hold and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. LBGAX (307M). PMBPX pays higher dividends than LBGAX: PMBPX (0.01) vs LBGAX (0.00). LBGAX was incepted earlier than PMBPX: LBGAX (15 years) vs PMBPX (25 years). LBGAX (1.28) is less costly to investors than PMBPX (0.83). LBGAX is a more actively managed with annual turnover of: 23.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than LBGAX: PMBPX (0) vs LBGAX (1000). LBGAX annual gain was more profitable for investors over the last year : 15.85 vs. PMBPX (2.56). PMBPX return over 5 years is better than : 48.73 vs. LBGAX (35.19).
LBGAXPMBPXLBGAX / PMBPX
Total Expense Ratio1.200.83145%
Annual Report Gross Expense Ratio1.280.83154%
Fund Existence15 years25 years-
Gain YTD7.4205.430137%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets307M33B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year15.852.56619%
Returns for 3 years69.7756.23124%
Returns for 5 years35.1948.7372%
Returns for 10 years110.92123.1290%
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