LBGIX
Price
$46.94
Change
+$0.64 (+1.38%)
Updated
Jul 3 closing price
Net Assets
285.88M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$46.94
Change+$0.64 (+1.38%)
VolumeN/A
Net Assets285.88M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
LBGIX vs PMBPX Comparison Chart in %
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LBGIX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. LBGIX (286M). 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 : 21.17 vs. PMBPX (15.41). PMBPX return over 5 years is better than : 59.60 vs. LBGIX (45.60).
LBGIXPMBPXLBGIX / PMBPX
Total Expense Ratio0.850.83102%
Annual Report Gross Expense Ratio0.990.83119%
Fund Existence15 years25 years-
Gain YTD4.9177.04170%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets286M32.3B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year21.1715.41137%
Returns for 3 years58.6952.39112%
Returns for 5 years45.6059.6077%
Returns for 10 years92.53104.4689%
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