LMPFX
Price
$89.42
Change
-$26.62 (-22.94%)
Updated
Feb 3 closing price
Net Assets
4.13B
PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
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LMPFX vs PMBPX

Header iconLMPFX vs PMBPX Comparison
Open Charts LMPFX vs PMBPXBanner chart's image
ClearBridge Growth FI
Price$89.42
Change-$26.62 (-22.94%)
VolumeN/A
Net Assets4.13B
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
LMPFX vs PMBPX Comparison Chart in %
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LMPFX 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 LMPFX is a StrongBuy and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. LMPFX (4.13B). LMPFX (0.00) and PMBPX (0.00) have matching dividends . LMPFX was incepted earlier than PMBPX: LMPFX (19 years) vs PMBPX (25 years). LMPFX (1.13) is less costly to investors than PMBPX (0.83). LMPFX is a more actively managed with annual turnover of: 26.00 vs. PMBPX (13.70). LMPFX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : -11.17 vs. LMPFX (-14.02). PMBPX return over 5 years is better than : 12.76 vs. LMPFX (-51.68).
LMPFXPMBPXLMPFX / PMBPX
Total Expense Ratio1.130.83136%
Annual Report Gross Expense Ratio1.130.83136%
Fund Existence19 years25 years-
Gain YTD-4.148-2.931142%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.13B30.3B14%
Annual Yield % from dividends0.000.00-
Returns for 1 year-14.02-11.17126%
Returns for 3 years-16.6121.00-79%
Returns for 5 years-51.6812.76-405%
Returns for 10 years-46.59119.39-39%
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