LCMIX
Price
$47.42
Change
+$0.24 (+0.51%)
Updated
Dec 3 closing price
Net Assets
294.4M
PMBPX
Price
$44.40
Change
+$0.35 (+0.79%)
Updated
Dec 3 closing price
Net Assets
31.57B
Interact to see
Advertisement

LCMIX vs PMBPX

Header iconLCMIX vs PMBPX Comparison
Open Charts LCMIX vs PMBPXBanner chart's image
ClearBridge Mid Cap Growth IS
Price$47.42
Change+$0.24 (+0.51%)
VolumeN/A
Net Assets294.4M
Principal MidCap R5
Price$44.40
Change+$0.35 (+0.79%)
VolumeN/A
Net Assets31.57B
LCMIX vs PMBPX Comparison Chart in %
View a ticker or compare two or three
VS
LCMIX vs. PMBPX 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 PMBPX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.6B vs. LCMIX (294M). PMBPX pays higher dividends than LCMIX: PMBPX (0.01) vs LCMIX (0.00). LCMIX was incepted earlier than PMBPX: LCMIX (12 years) vs PMBPX (25 years). LCMIX (0.87) and PMBPX (0.83) have similar cost to investors . LCMIX is a more actively managed with annual turnover of: 23.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than LCMIX: PMBPX (0) vs LCMIX (1000000). LCMIX annual gain was more profitable for investors over the last year : -1.07 vs. PMBPX (-7.88). PMBPX return over 5 years is better than : 27.10 vs. LCMIX (15.66).
LCMIXPMBPXLCMIX / PMBPX
Total Expense Ratio0.750.8390%
Annual Report Gross Expense Ratio0.870.83105%
Fund Existence12 years25 years-
Gain YTD4.4161.795246%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets294M31.6B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-1.07-7.8814%
Returns for 3 years50.3232.15157%
Returns for 5 years15.6627.1058%
Returns for 10 years95.8096.8599%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SPXL220.701.07
+0.49%
Direxion Daily S&P500® Bull 3X ETF
EVSD51.440.03
+0.06%
Eaton Vance Short Duration Income ETF
IBMO25.59-0.04
-0.16%
iShares iBonds Dec 2026 Term Muni Bd ETF
DMO11.56-0.02
-0.17%
Western Asset Mortgage Opportunity Fund
UNL8.31-0.02
-0.18%
United States 12 Month Natural Gas