LCMRX
Price
$42.26
Change
+$0.57 (+1.37%)
Updated
Jul 3 closing price
Net Assets
285.88M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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LCMRX vs PMBPX

Header iconLCMRX vs PMBPX Comparison
Open Charts LCMRX vs PMBPXBanner chart's image
ClearBridge Mid Cap Growth R
Price$42.26
Change+$0.57 (+1.37%)
VolumeN/A
Net Assets285.88M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
LCMRX vs PMBPX Comparison Chart in %
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LCMRX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. LCMRX (286M). PMBPX pays higher dividends than LCMRX: PMBPX (0.01) vs LCMRX (0.00). LCMRX was incepted earlier than PMBPX: LCMRX (12 years) vs PMBPX (25 years). LCMRX (1.57) is less costly to investors than PMBPX (0.83). LCMRX is a more actively managed with annual turnover of: 23.00 vs. PMBPX (10.50). LCMRX (0) and PMBPX (0) have matching initial minimum investment requirements. LCMRX annual gain was more profitable for investors over the last year : 20.40 vs. PMBPX (15.41). PMBPX return over 5 years is better than : 59.60 vs. LCMRX (39.33).
LCMRXPMBPXLCMRX / PMBPX
Total Expense Ratio1.450.83175%
Annual Report Gross Expense Ratio1.570.83189%
Fund Existence12 years25 years-
Gain YTD4.6047.04165%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets286M32.3B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year20.4015.41132%
Returns for 3 years55.8852.39107%
Returns for 5 years39.3359.6066%
Returns for 10 years76.45104.4673%
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