LCMIX
Price
$48.55
Change
+$0.42 (+0.87%)
Updated
Sep 26 closing price
Net Assets
306.98M
PMBPX
Price
$45.82
Change
+$0.34 (+0.75%)
Updated
Sep 26 closing price
Net Assets
33.04B
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LCMIX vs PMBPX

Header iconLCMIX vs PMBPX Comparison
Open Charts LCMIX vs PMBPXBanner chart's image
ClearBridge Mid Cap Growth IS
Price$48.55
Change+$0.42 (+0.87%)
VolumeN/A
Net Assets306.98M
Principal MidCap R5
Price$45.82
Change+$0.34 (+0.75%)
VolumeN/A
Net Assets33.04B
LCMIX vs PMBPX Comparison Chart in %
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LCMIX vs. PMBPX commentary
Sep 29, 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 Hold and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. LCMIX (307M). 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 : 16.34 vs. PMBPX (2.56). PMBPX return over 5 years is better than : 48.73 vs. LCMIX (39.03).
LCMIXPMBPXLCMIX / PMBPX
Total Expense Ratio0.750.8390%
Annual Report Gross Expense Ratio0.870.83105%
Fund Existence12 years25 years-
Gain YTD7.7455.430143%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets307M33B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year16.342.56638%
Returns for 3 years71.9256.23128%
Returns for 5 years39.0348.7380%
Returns for 10 years121.59123.1299%
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