LCMIX
Price
$47.42
Change
+$0.24 (+0.51%)
Updated
Dec 3 closing price
Net Assets
294.4M
PMBJX
Price
$41.70
Change
+$0.33 (+0.80%)
Updated
Dec 3 closing price
Net Assets
31.57B
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LCMIX vs PMBJX

Header iconLCMIX vs PMBJX Comparison
Open Charts LCMIX vs PMBJXBanner chart's image
ClearBridge Mid Cap Growth IS
Price$47.42
Change+$0.24 (+0.51%)
VolumeN/A
Net Assets294.4M
Principal MidCap J
Price$41.70
Change+$0.33 (+0.80%)
VolumeN/A
Net Assets31.57B
LCMIX vs PMBJX Comparison Chart in %
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LCMIX vs. PMBJX commentary
Dec 04, 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 LCMIX is a StrongBuy and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.6B vs. LCMIX (294M). PMBJX pays higher dividends than LCMIX: PMBJX (0.06) vs LCMIX (0.00). LCMIX was incepted earlier than PMBJX: LCMIX (12 years) vs PMBJX (25 years). LCMIX (0.87) is less costly to investors than PMBJX (0.78). LCMIX is a more actively managed with annual turnover of: 23.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than LCMIX: PMBJX (1000) vs LCMIX (1000000). LCMIX annual gain was more profitable for investors over the last year : -1.07 vs. PMBJX (-8.04). PMBJX return over 5 years is better than : 26.06 vs. LCMIX (15.66).
LCMIXPMBJXLCMIX / PMBJX
Total Expense Ratio0.750.7896%
Annual Report Gross Expense Ratio0.870.78112%
Fund Existence12 years25 years-
Gain YTD4.4161.813244%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets294M31.6B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-1.07-8.0413%
Returns for 3 years50.3231.65159%
Returns for 5 years15.6626.0660%
Returns for 10 years95.8093.01103%
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