PMBCX
Price
$35.55
Change
+$0.28 (+0.79%)
Updated
Dec 3 closing price
Net Assets
31.57B
SHRAX
Price
$113.14
Change
+$1.17 (+1.04%)
Updated
Dec 3 closing price
Net Assets
4.45B
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PMBCX vs SHRAX

Header iconPMBCX vs SHRAX Comparison
Open Charts PMBCX vs SHRAXBanner chart's image
Principal MidCap C
Price$35.55
Change+$0.28 (+0.79%)
VolumeN/A
Net Assets31.57B
ClearBridge Growth A
Price$113.14
Change+$1.17 (+1.04%)
VolumeN/A
Net Assets4.45B
PMBCX vs SHRAX Comparison Chart in %
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PMBCX vs. SHRAX commentary
Dec 04, 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 Hold and SHRAX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.6B vs. SHRAX (4.45B). 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. SHRAX annual gain was more profitable for investors over the last year : -8.65 vs. PMBCX (-9.36). PMBCX return over 5 years is better than : 17.47 vs. SHRAX (-43.86).
PMBCXSHRAXPMBCX / SHRAX
Total Expense Ratio1.751.14154%
Annual Report Gross Expense Ratio1.751.14154%
Fund Existence19 years42 years-
Gain YTD0.94013.6657%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets31.6B4.45B710%
Annual Yield % from dividends0.000.00-
Returns for 1 year-9.36-8.65108%
Returns for 3 years26.22-5.71-459%
Returns for 5 years17.47-43.86-40%
Returns for 10 years69.04-43.40-159%
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