LCBSX
Price
$55.06
Change
+$0.69 (+1.27%)
Updated
Jul 3 closing price
Net Assets
3.5B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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LCBSX vs PMBPX

Header iconLCBSX vs PMBPX Comparison
Open Charts LCBSX vs PMBPXBanner chart's image
ClearBridge Select FI
Price$55.06
Change+$0.69 (+1.27%)
VolumeN/A
Net Assets3.5B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
LCBSX vs PMBPX Comparison Chart in %
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LCBSX 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 LCBSX is a StrongBuy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. LCBSX (3.5B). PMBPX pays higher dividends than LCBSX: PMBPX (0.01) vs LCBSX (0.00). LCBSX was incepted earlier than PMBPX: LCBSX (13 years) vs PMBPX (25 years). LCBSX (1.37) is less costly to investors than PMBPX (0.83). LCBSX is a more actively managed with annual turnover of: 17.00 vs. PMBPX (10.50). LCBSX (0) and PMBPX (0) have matching initial minimum investment requirements. LCBSX (15.89) and PMBPX (15.41) have marching annual gain over last year. PMBPX return over 5 years is better than : 59.60 vs. LCBSX (55.05).
LCBSXPMBPXLCBSX / PMBPX
Total Expense Ratio1.370.83165%
Annual Report Gross Expense Ratio1.370.83165%
Fund Existence13 years25 years-
Gain YTD2.3997.04134%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets3.5B32.3B11%
Annual Yield % from dividends0.000.01-
Returns for 1 year15.8915.41103%
Returns for 3 years55.3252.39106%
Returns for 5 years55.0559.6092%
Returns for 10 years247.16104.46237%
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