PMBCX
Price
$31.83
Change
-$4.41 (-12.17%)
Updated
Feb 3 closing price
Net Assets
29.47B
SHRAX
Price
$87.59
Change
-$26.46 (-23.20%)
Updated
Feb 3 closing price
Net Assets
4.13B
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PMBCX vs SHRAX

Header iconPMBCX vs SHRAX Comparison
Open Charts PMBCX vs SHRAXBanner chart's image
Principal MidCap C
Price$31.83
Change-$4.41 (-12.17%)
VolumeN/A
Net Assets29.47B
ClearBridge Growth A
Price$87.59
Change-$26.46 (-23.20%)
VolumeN/A
Net Assets4.13B
PMBCX vs SHRAX Comparison Chart in %
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PMBCX vs. SHRAX 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 PMBCX is a Hold and SHRAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 29.5B vs. SHRAX (4.13B). PMBCX (0.00) and SHRAX (0.00) have matching dividends . PMBCX was incepted earlier than SHRAX: PMBCX (19 years) vs SHRAX (42 years). PMBCX (1.75) is less costly to investors than SHRAX (1.13). SHRAX is a more actively managed with annual turnover of: 26.00 vs. PMBCX (13.70). PMBCX (1000) and SHRAX (1000) have matching initial minimum investment requirements. PMBCX annual gain was more profitable for investors over the last year : -13.29 vs. SHRAX (-14.30). PMBCX return over 5 years is better than : 2.81 vs. SHRAX (-52.23).
PMBCXSHRAXPMBCX / SHRAX
Total Expense Ratio1.751.13155%
Annual Report Gross Expense Ratio1.751.13155%
Fund Existence19 years42 years-
Gain YTD-3.016-4.13773%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets29.5B4.13B714%
Annual Yield % from dividends0.000.00-
Returns for 1 year-13.29-14.3093%
Returns for 3 years14.54-17.36-84%
Returns for 5 years2.81-52.23-5%
Returns for 10 years86.47-47.49-182%
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