LCMIX
Price
$47.32
Change
+$0.07 (+0.15%)
Updated
Aug 15 closing price
Net Assets
285.42M
PMBMX
Price
$43.13
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
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LCMIX vs PMBMX

Header iconLCMIX vs PMBMX Comparison
Open Charts LCMIX vs PMBMXBanner chart's image
ClearBridge Mid Cap Growth IS
Price$47.32
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets285.42M
Principal MidCap R3
Price$43.13
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.48B
LCMIX vs PMBMX Comparison Chart in %
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LCMIX vs. PMBMX commentary
Aug 17, 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.5B vs. LCMIX (285M). PMBMX pays higher dividends than LCMIX: PMBMX (0.02) vs LCMIX (0.00). LCMIX was incepted earlier than PMBMX: LCMIX (12 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than LCMIX (0.87). LCMIX is a more actively managed with annual turnover of: 23.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than LCMIX: PMBMX (0) vs LCMIX (1000000). LCMIX annual gain was more profitable for investors over the last year : 19.71 vs. PMBMX (8.56). PMBMX return over 5 years is better than : 41.63 vs. LCMIX (35.47).
LCMIXPMBMXLCMIX / PMBMX
Total Expense Ratio0.751.1466%
Annual Report Gross Expense Ratio0.871.1476%
Fund Existence12 years25 years-
Gain YTD5.0165.58190%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets285M32.5B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year19.718.56230%
Returns for 3 years36.8428.85128%
Returns for 5 years35.4741.6385%
Returns for 10 years90.8187.32104%
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