PEMGX
Price
$44.91
Change
+$0.33 (+0.74%)
Updated
Sep 26 closing price
Net Assets
32.79B
SHRAX
Price
$112.17
Change
+$0.72 (+0.65%)
Updated
Sep 26 closing price
Net Assets
4.47B
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PEMGX vs SHRAX

Header iconPEMGX vs SHRAX Comparison
Open Charts PEMGX vs SHRAXBanner chart's image
Principal MidCap A
Price$44.91
Change+$0.33 (+0.74%)
VolumeN/A
Net Assets32.79B
ClearBridge Growth A
Price$112.17
Change+$0.72 (+0.65%)
VolumeN/A
Net Assets4.47B
PEMGX vs SHRAX Comparison Chart in %
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PEMGX vs. SHRAX commentary
Sep 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 PEMGX is a Hold and SHRAX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.8B vs. SHRAX (4.47B). PEMGX (0.00) and SHRAX (0.00) have matching dividends . PEMGX was incepted earlier than SHRAX: PEMGX (20 years) vs SHRAX (42 years). SHRAX (1.14) is less costly to investors than PEMGX (0.91). SHRAX is a more actively managed with annual turnover of: 22.00 vs. PEMGX (10.50). PEMGX (6%) and SHRAX (6%) have equivalent initial investment costs. PEMGX (1000) and SHRAX (1000) have matching initial minimum investment requirements. PEMGX annual gain was more profitable for investors over the last year : 2.42 vs. SHRAX (-1.10). PEMGX return over 5 years is better than : 47.58 vs. SHRAX (-35.23).
PEMGXSHRAXPEMGX / SHRAX
Total Expense Ratio0.911.1480%
Annual Report Gross Expense Ratio0.911.1480%
Fund Existence20 years42 years-
Gain YTD5.37314.47137%
Front Load6%6%100%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets32.8B4.47B733%
Annual Yield % from dividends0.000.00-
Returns for 1 year2.42-1.10-219%
Returns for 3 years55.614.571,217%
Returns for 5 years47.58-35.23-135%
Returns for 10 years119.45-37.24-321%
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