LSIFX
Price
$138.25
Change
+$1.34 (+0.98%)
Updated
Jan 9 closing price
Net Assets
4.36B
PMBCX
Price
$33.84
Change
+$0.27 (+0.80%)
Updated
Jan 9 closing price
Net Assets
31.52B
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LSIFX vs PMBCX

Header iconLSIFX vs PMBCX Comparison
Open Charts LSIFX vs PMBCXBanner chart's image
ClearBridge Growth IS
Price$138.25
Change+$1.34 (+0.98%)
VolumeN/A
Net Assets4.36B
Principal MidCap C
Price$33.84
Change+$0.27 (+0.80%)
VolumeN/A
Net Assets31.52B
LSIFX vs PMBCX Comparison Chart in %
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VS
LSIFX vs. PMBCX commentary
Jan 12, 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 LSIFX is a Buy and PMBCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.5B vs. LSIFX (4.36B). 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: 26.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than LSIFX: PMBCX (1000) vs LSIFX (1000000). LSIFX annual gain was more profitable for investors over the last year : -0.01 vs. PMBCX (-3.53). PMBCX return over 5 years is better than : 8.81 vs. LSIFX (-34.73).
LSIFXPMBCXLSIFX / PMBCX
Total Expense Ratio0.741.7542%
Annual Report Gross Expense Ratio0.741.7542%
Fund Existence17 years19 years-
Gain YTD1.9923.10864%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.36B31.5B14%
Annual Yield % from dividends0.000.00-
Returns for 1 year-0.01-3.530%
Returns for 3 years9.0728.8731%
Returns for 5 years-34.738.81-394%
Returns for 10 years-25.8989.79-29%
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