LBGIX
Price
$46.94
Change
+$0.64 (+1.38%)
Updated
Jul 3 closing price
Net Assets
285.88M
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$46.94
Change+$0.64 (+1.38%)
VolumeN/A
Net Assets285.88M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
LBGIX vs PMBMX Comparison Chart in %
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LBGIX vs. PMBMX commentary
Jul 07, 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 StrongBuy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. LBGIX (286M). 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 : 21.17 vs. PMBMX (14.80). PMBMX return over 5 years is better than : 55.71 vs. LBGIX (45.60).
LBGIXPMBMXLBGIX / PMBMX
Total Expense Ratio0.851.1475%
Annual Report Gross Expense Ratio0.991.1487%
Fund Existence15 years25 years-
Gain YTD4.9176.85472%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets286M32.3B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year21.1714.80143%
Returns for 3 years58.6950.19117%
Returns for 5 years45.6055.7182%
Returns for 10 years92.5394.7498%
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