PEMGX
Price
$41.43
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
SHRAX
Price
$93.40
Change
+$0.09 (+0.10%)
Updated
Dec 26 closing price
Net Assets
4.39B
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PEMGX vs SHRAX

Header iconPEMGX vs SHRAX Comparison
Open Charts PEMGX vs SHRAXBanner chart's image
Principal MidCap A
Price$41.43
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
ClearBridge Growth A
Price$93.40
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets4.39B
PEMGX vs SHRAX Comparison Chart in %
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PEMGX vs. SHRAX commentary
Dec 29, 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: 31.2B vs. SHRAX (4.39B). PEMGX (0.00) and SHRAX (0.00) have matching dividends . PEMGX was incepted earlier than SHRAX: PEMGX (21 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: 26.00 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 : -4.74 vs. SHRAX (-7.53). PEMGX return over 5 years is better than : 19.29 vs. SHRAX (-46.09).
PEMGXSHRAXPEMGX / SHRAX
Total Expense Ratio0.911.1480%
Annual Report Gross Expense Ratio0.911.1480%
Fund Existence21 years42 years-
Gain YTD-2.792-4.68460%
Front Load6%6%100%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets31.2B4.39B710%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.74-7.5363%
Returns for 3 years38.52-2.25-1,710%
Returns for 5 years19.29-46.09-42%
Returns for 10 years100.30-50.18-200%
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