LGOTX
Price
$33.98
Change
-$4.52 (-11.74%)
Updated
Feb 3 closing price
Net Assets
689.78M
PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
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LGOTX vs PMBPX

Header iconLGOTX vs PMBPX Comparison
Open Charts LGOTX vs PMBPXBanner chart's image
Lord Abbett Growth Opportunities R5
Price$33.98
Change-$4.52 (-11.74%)
VolumeN/A
Net Assets689.78M
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
LGOTX vs PMBPX Comparison Chart in %
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LGOTX vs. PMBPX commentary
Feb 04, 2026

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 LGOTX is a Hold and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. LGOTX (690M). LGOTX (0.00) and PMBPX (0.00) have matching dividends . LGOTX was incepted earlier than PMBPX: LGOTX (11 years) vs PMBPX (25 years). LGOTX (0.90) is less costly to investors than PMBPX (0.83). LGOTX is a more actively managed with annual turnover of: 117.00 vs. PMBPX (13.70). LGOTX (0) and PMBPX (0) have matching initial minimum investment requirements. LGOTX annual gain was more profitable for investors over the last year : 1.68 vs. PMBPX (-11.17). PMBPX return over 5 years is better than : 12.76 vs. LGOTX (-5.85).
LGOTXPMBPXLGOTX / PMBPX
Total Expense Ratio0.710.8386%
Annual Report Gross Expense Ratio0.900.83108%
Fund Existence11 years25 years-
Gain YTD1.312-2.931-45%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets690M30.3B2%
Annual Yield % from dividends0.000.00-
Returns for 1 year1.68-11.17-15%
Returns for 3 years46.3421.00221%
Returns for 5 years-5.8512.76-46%
Returns for 10 years91.22119.3976%
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