LMPFX
Price
$95.36
Change
+$0.09 (+0.09%)
Updated
Dec 26 closing price
Net Assets
4.39B
PMBPX
Price
$42.35
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
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LMPFX vs PMBPX

Header iconLMPFX vs PMBPX Comparison
Open Charts LMPFX vs PMBPXBanner chart's image
ClearBridge Growth FI
Price$95.36
Change+$0.09 (+0.09%)
VolumeN/A
Net Assets4.39B
Principal MidCap R5
Price$42.35
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
LMPFX vs PMBPX Comparison Chart in %
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LMPFX vs. PMBPX commentary
Dec 28, 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 LMPFX is a Hold and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.2B vs. LMPFX (4.39B). PMBPX pays higher dividends than LMPFX: PMBPX (0.01) vs LMPFX (0.00). LMPFX was incepted earlier than PMBPX: LMPFX (19 years) vs PMBPX (25 years). LMPFX (1.16) is less costly to investors than PMBPX (0.83). LMPFX is a more actively managed with annual turnover of: 26.00 vs. PMBPX (10.50). LMPFX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : -4.50 vs. LMPFX (-7.22). PMBPX return over 5 years is better than : 20.39 vs. LMPFX (-45.47).
LMPFXPMBPXLMPFX / PMBPX
Total Expense Ratio1.160.83140%
Annual Report Gross Expense Ratio1.160.83140%
Fund Existence19 years25 years-
Gain YTD-4.363-2.554171%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.39B31.2B14%
Annual Yield % from dividends0.000.01-
Returns for 1 year-7.22-4.50160%
Returns for 3 years-1.3739.23-4%
Returns for 5 years-45.4720.39-223%
Returns for 10 years-49.32103.85-47%
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