LCMRX
Price
$43.25
Change
+$0.14 (+0.32%)
Updated
Sep 5 closing price
Net Assets
305.42M
PMBMX
Price
$43.62
Change
-$0.13 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
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LCMRX vs PMBMX

Header iconLCMRX vs PMBMX Comparison
Open Charts LCMRX vs PMBMXBanner chart's image
ClearBridge Mid Cap Growth R
Price$43.25
Change+$0.14 (+0.32%)
VolumeN/A
Net Assets305.42M
Principal MidCap R3
Price$43.62
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets33.13B
LCMRX vs PMBMX Comparison Chart in %
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LCMRX vs. PMBMX commentary
Sep 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 LCMRX is a StrongBuy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.1B vs. LCMRX (305M). PMBMX pays higher dividends than LCMRX: PMBMX (0.02) vs LCMRX (0.00). LCMRX was incepted earlier than PMBMX: LCMRX (12 years) vs PMBMX (25 years). LCMRX (1.57) is less costly to investors than PMBMX (1.14). LCMRX is a more actively managed with annual turnover of: 23.00 vs. PMBMX (10.50). LCMRX (0) and PMBMX (0) have matching initial minimum investment requirements. LCMRX annual gain was more profitable for investors over the last year : 22.70 vs. PMBMX (8.59). PMBMX return over 5 years is better than : 43.76 vs. LCMRX (32.18).
LCMRXPMBMXLCMRX / PMBMX
Total Expense Ratio1.451.14127%
Annual Report Gross Expense Ratio1.571.14138%
Fund Existence12 years25 years-
Gain YTD7.0546.781104%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets305M33.1B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year22.708.59264%
Returns for 3 years54.0843.95123%
Returns for 5 years32.1843.7674%
Returns for 10 years87.23101.6286%
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