LBGIX
Price
$47.68
Change
+$0.41 (+0.87%)
Updated
Jul 25 closing price
Net Assets
290.51M
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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LBGIX vs PMBPX

Header iconLBGIX vs PMBPX Comparison
Open Charts LBGIX vs PMBPXBanner chart's image
ClearBridge Mid Cap Growth I
Price$47.68
Change+$0.41 (+0.87%)
VolumeN/A
Net Assets290.51M
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
LBGIX vs PMBPX Comparison Chart in %
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LBGIX vs. PMBPX commentary
Jul 27, 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 Buy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. LBGIX (291M). PMBPX pays higher dividends than LBGIX: PMBPX (0.01) vs LBGIX (0.00). LBGIX was incepted earlier than PMBPX: LBGIX (15 years) vs PMBPX (25 years). LBGIX (0.99) is less costly to investors than PMBPX (0.83). LBGIX is a more actively managed with annual turnover of: 23.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than LBGIX: PMBPX (0) vs LBGIX (1000000). LBGIX annual gain was more profitable for investors over the last year : 24.95 vs. PMBPX (13.61). PMBPX return over 5 years is better than : 56.25 vs. LBGIX (44.57).
LBGIXPMBPXLBGIX / PMBPX
Total Expense Ratio0.850.83102%
Annual Report Gross Expense Ratio0.990.83119%
Fund Existence15 years25 years-
Gain YTD6.5718.60676%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets291M33.2B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year24.9513.61183%
Returns for 3 years55.7249.38113%
Returns for 5 years44.5756.2579%
Returns for 10 years95.17107.2789%
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