PMBCX
Price
$33.39
Change
+$0.02 (+0.06%)
Updated
Dec 26 closing price
Net Assets
31.16B
SHRAX
Price
$93.40
Change
+$0.09 (+0.10%)
Updated
Dec 26 closing price
Net Assets
4.39B
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PMBCX vs SHRAX

Header iconPMBCX vs SHRAX Comparison
Open Charts PMBCX vs SHRAXBanner chart's image
Principal MidCap C
Price$33.39
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets31.16B
ClearBridge Growth A
Price$93.40
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets4.39B
PMBCX vs SHRAX Comparison Chart in %
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PMBCX vs. SHRAX commentary
Dec 27, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.2B vs. SHRAX (4.39B). 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: 26.00 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 : -6.78 vs. SHRAX (-7.53). PMBCX return over 5 years is better than : 9.76 vs. SHRAX (-46.09).
PMBCXSHRAXPMBCX / SHRAX
Total Expense Ratio1.751.14154%
Annual Report Gross Expense Ratio1.751.14154%
Fund Existence19 years42 years-
Gain YTD-4.872-4.684104%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets31.2B4.39B710%
Annual Yield % from dividends0.000.00-
Returns for 1 year-6.78-7.5390%
Returns for 3 years31.82-2.25-1,413%
Returns for 5 years9.76-46.09-21%
Returns for 10 years73.27-50.18-146%
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