PMBCX
Price
$35.27
Change
-$0.56 (-1.56%)
Updated
Nov 13 closing price
Net Assets
31.99B
SHRAX
Price
$110.00
Change
-$2.92 (-2.59%)
Updated
Nov 13 closing price
Net Assets
4.47B
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PMBCX vs SHRAX

Header iconPMBCX vs SHRAX Comparison
Open Charts PMBCX vs SHRAXBanner chart's image
Principal MidCap C
Price$35.27
Change-$0.56 (-1.56%)
VolumeN/A
Net Assets31.99B
ClearBridge Growth A
Price$110.00
Change-$2.92 (-2.59%)
VolumeN/A
Net Assets4.47B
PMBCX vs SHRAX Comparison Chart in %
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PMBCX vs. SHRAX commentary
Nov 14, 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 PMBCX is a Buy and SHRAX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32B vs. SHRAX (4.47B). 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 (1.14). SHRAX is a more actively managed with annual turnover of: 22.00 vs. PMBCX (10.50). PMBCX (1000) and SHRAX (1000) have matching initial minimum investment requirements. PMBCX annual gain was more profitable for investors over the last year : -6.40 vs. SHRAX (-7.12). PMBCX return over 5 years is better than : 21.54 vs. SHRAX (-38.88).
PMBCXSHRAXPMBCX / SHRAX
Total Expense Ratio1.751.14154%
Annual Report Gross Expense Ratio1.751.14154%
Fund Existence19 years42 years-
Gain YTD2.08015.23614%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets32B4.47B716%
Annual Yield % from dividends0.000.00-
Returns for 1 year-6.40-7.1290%
Returns for 3 years28.70-3.30-870%
Returns for 5 years21.54-38.88-55%
Returns for 10 years77.64-41.11-189%
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