LCMIX
Price
$47.30
Change
+$0.64 (+1.37%)
Updated
Jul 3 closing price
Net Assets
285.88M
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$47.30
Change+$0.64 (+1.37%)
VolumeN/A
Net Assets285.88M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
LCMIX vs PMBMX Comparison Chart in %
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LCMIX vs. PMBMX 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 LCMIX is a StrongBuy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. LCMIX (286M). 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 : 21.28 vs. PMBMX (14.80). PMBMX return over 5 years is better than : 55.71 vs. LCMIX (46.30).
LCMIXPMBMXLCMIX / PMBMX
Total Expense Ratio0.751.1466%
Annual Report Gross Expense Ratio0.871.1476%
Fund Existence12 years25 years-
Gain YTD4.9716.85473%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets286M32.3B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year21.2814.80144%
Returns for 3 years59.1550.19118%
Returns for 5 years46.3055.7183%
Returns for 10 years93.9394.7499%
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