LBGIX
Price
$44.77
Change
-$0.73 (-1.60%)
Updated
Jun 13 closing price
Net Assets
273.23M
PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
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LBGIX vs PMBMX

Header iconLBGIX vs PMBMX Comparison
Open Charts LBGIX vs PMBMXBanner chart's image
ClearBridge Mid Cap Growth I
Price$44.77
Change-$0.73 (-1.60%)
VolumeN/A
Net Assets273.23M
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
LBGIX vs PMBMX Comparison Chart
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LBGIX vs. PMBMX 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 LBGIX is a Hold and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. LBGIX (273M). PMBMX pays higher dividends than LBGIX: PMBMX (0.02) vs LBGIX (0.00). LBGIX was incepted earlier than PMBMX: LBGIX (15 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than LBGIX (0.99). LBGIX is a more actively managed with annual turnover of: 23.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than LBGIX: PMBMX (0) vs LBGIX (1000000). LBGIX annual gain was more profitable for investors over the last year : 16.20 vs. PMBMX (9.71). PMBMX return over 5 years is better than : 50.58 vs. LBGIX (46.88).
LBGIXPMBMXLBGIX / PMBMX
Total Expense Ratio0.851.1475%
Annual Report Gross Expense Ratio0.991.1487%
Fund Existence15 years25 years-
Gain YTD0.0671.7874%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets273M30.6B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year16.209.71167%
Returns for 3 years55.3447.38117%
Returns for 5 years46.8850.5893%
Returns for 10 years80.9683.5497%
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