LBGAX
Price
$42.42
Change
-$0.70 (-1.62%)
Updated
Jun 13 closing price
Net Assets
277.78M
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
31.03B
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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$42.42
Change-$0.70 (-1.62%)
VolumeN/A
Net Assets277.78M
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets31.03B
LBGAX vs PMBPX Comparison Chart
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LBGAX vs. PMBPX commentary
Jun 14, 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: 31B vs. LBGAX (278M). 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 : 15.81 vs. PMBPX (10.26). PMBPX return over 5 years is better than : 54.31 vs. LBGAX (43.55).
LBGAXPMBPXLBGAX / PMBPX
Total Expense Ratio1.200.83145%
Annual Report Gross Expense Ratio1.280.83154%
Fund Existence15 years25 years-
Gain YTD-0.0711.933-4%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets278M31B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year15.8110.26154%
Returns for 3 years53.8649.52109%
Returns for 5 years43.5554.3180%
Returns for 10 years73.5092.6879%
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