LCMRX
Price
$42.26
Change
+$0.57 (+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
Interact to see
Advertisement

LCMRX vs PMBMX

Header iconLCMRX vs PMBMX Comparison
Open Charts LCMRX vs PMBMXBanner chart's image
ClearBridge Mid Cap Growth R
Price$42.26
Change+$0.57 (+1.37%)
VolumeN/A
Net Assets285.88M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
LCMRX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
LCMRX 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 LCMRX is a StrongBuy and PMBMX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. LCMRX (286M). 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 : 20.40 vs. PMBMX (14.80). PMBMX return over 5 years is better than : 55.71 vs. LCMRX (39.33).
LCMRXPMBMXLCMRX / PMBMX
Total Expense Ratio1.451.14127%
Annual Report Gross Expense Ratio1.571.14138%
Fund Existence12 years25 years-
Gain YTD4.6046.85467%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets286M32.3B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year20.4014.80138%
Returns for 3 years55.8850.19111%
Returns for 5 years39.3355.7171%
Returns for 10 years76.4594.7481%
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 %
MSLC51.680.45
+0.88%
Morgan Stanley Pathway Large Cap Eq ETF
IWV355.943.03
+0.86%
iShares Russell 3000 ETF
DFSI39.44N/A
+0.01%
Dimensional International Sstby Cr 1 ETF
BSMS23.20-0.01
-0.04%
Invesco BulletShares 2028 Muncpl Bd ETF
NDIA30.79-0.11
-0.35%
Global X India Active ETF