LMPFX
Price
$89.42
Change
-$26.62 (-22.94%)
Updated
Feb 3 closing price
Net Assets
4.13B
PMBMX
Price
$37.68
Change
-$4.68 (-11.05%)
Updated
Feb 3 closing price
Net Assets
29.47B
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LMPFX vs PMBMX

Header iconLMPFX vs PMBMX Comparison
Open Charts LMPFX vs PMBMXBanner chart's image
ClearBridge Growth FI
Price$89.42
Change-$26.62 (-22.94%)
VolumeN/A
Net Assets4.13B
Principal MidCap R3
Price$37.68
Change-$4.68 (-11.05%)
VolumeN/A
Net Assets29.47B
LMPFX vs PMBMX Comparison Chart in %
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LMPFX vs. PMBMX 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 LMPFX is a StrongBuy and PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.5B vs. LMPFX (4.13B). LMPFX (0.00) and PMBMX (0.00) have matching dividends . LMPFX was incepted earlier than PMBMX: LMPFX (19 years) vs PMBMX (25 years). PMBMX (1.14) and LMPFX (1.13) have similar cost to investors . LMPFX is a more actively managed with annual turnover of: 26.00 vs. PMBMX (13.70). LMPFX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : -11.84 vs. LMPFX (-14.02). PMBMX return over 5 years is better than : 9.56 vs. LMPFX (-51.68).
LMPFXPMBMXLMPFX / PMBMX
Total Expense Ratio1.131.1499%
Annual Report Gross Expense Ratio1.131.1499%
Fund Existence19 years25 years-
Gain YTD-4.148-2.987139%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.13B29.5B14%
Annual Yield % from dividends0.000.00-
Returns for 1 year-14.02-11.84118%
Returns for 3 years-16.6118.93-88%
Returns for 5 years-51.689.56-541%
Returns for 10 years-46.59108.34-43%
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