LSIFX
Price
$153.31
Change
+$1.20 (+0.79%)
Updated
Sep 4 closing price
Net Assets
4.43B
PMBCX
Price
$37.45
Change
+$0.37 (+1.00%)
Updated
Sep 4 closing price
Net Assets
33.13B
Interact to see
Advertisement

LSIFX vs PMBCX

Header iconLSIFX vs PMBCX Comparison
Open Charts LSIFX vs PMBCXBanner chart's image
ClearBridge Growth IS
Price$153.31
Change+$1.20 (+0.79%)
VolumeN/A
Net Assets4.43B
Principal MidCap C
Price$37.45
Change+$0.37 (+1.00%)
VolumeN/A
Net Assets33.13B
LSIFX vs PMBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
LSIFX vs. PMBCX commentary
Sep 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 LSIFX is a Buy and PMBCX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 33.1B vs. LSIFX (4.43B). LSIFX (0.00) and PMBCX (0.00) have matching dividends . LSIFX was incepted earlier than PMBCX: LSIFX (17 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than LSIFX (0.74). LSIFX is a more actively managed with annual turnover of: 22.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than LSIFX: PMBCX (1000) vs LSIFX (1000000). LSIFX (8.03) and PMBCX (7.77) have marching annual gain over last year. PMBCX return over 5 years is better than : 36.68 vs. LSIFX (-23.37).
LSIFXPMBCXLSIFX / PMBCX
Total Expense Ratio0.741.7542%
Annual Report Gross Expense Ratio0.741.7542%
Fund Existence17 years19 years-
Gain YTD12.3646.695185%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.43B33.1B13%
Annual Yield % from dividends0.000.00-
Returns for 1 year8.037.77103%
Returns for 3 years9.0039.9523%
Returns for 5 years-23.3736.68-64%
Returns for 10 years-27.7582.33-34%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
EMM30.230.35
+1.16%
Global X Emerging Markets ex-China ETF
XTN85.570.28
+0.33%
SPDR® S&P Transportation ETF
FPE18.170.06
+0.33%
First Trust Preferred Sec & Inc ETF
IBMP25.480.04
+0.14%
iShares iBonds Dec 2027 Term Muni Bd ETF
QTOP29.90-0.04
-0.13%
iShares Nasdaq Top 30 Stocks ETF