PMBJX
Price
$39.62
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
SAGYX
Price
$133.69
Change
+$0.12 (+0.09%)
Updated
Dec 26 closing price
Net Assets
4.39B
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PMBJX vs SAGYX

Header iconPMBJX vs SAGYX Comparison
Open Charts PMBJX vs SAGYXBanner chart's image
Principal MidCap J
Price$39.62
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
ClearBridge Growth I
Price$133.69
Change+$0.12 (+0.09%)
VolumeN/A
Net Assets4.39B
PMBJX vs SAGYX Comparison Chart in %
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PMBJX vs. SAGYX commentary
Dec 28, 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 PMBJX is a Hold and SAGYX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.2B vs. SAGYX (4.39B). PMBJX pays higher dividends than SAGYX: PMBJX (0.06) vs SAGYX (0.00). PMBJX was incepted earlier than SAGYX: PMBJX (25 years) vs SAGYX (30 years). SAGYX (0.83) is less costly to investors than PMBJX (0.78). SAGYX is a more actively managed with annual turnover of: 26.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than SAGYX: PMBJX (1000) vs SAGYX (1000000). SAGYX annual gain was more profitable for investors over the last year : -2.02 vs. PMBJX (-4.84). PMBJX return over 5 years is better than : 19.01 vs. SAGYX (-33.70).
PMBJXSAGYXPMBJX / SAGYX
Total Expense Ratio0.780.8394%
Annual Report Gross Expense Ratio0.780.8394%
Fund Existence25 years30 years-
Gain YTD-2.9160.990-295%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets31.2B4.39B711%
Annual Yield % from dividends0.060.00-
Returns for 1 year-4.84-2.02239%
Returns for 3 years38.4211.91323%
Returns for 5 years19.01-33.70-56%
Returns for 10 years99.70-34.07-293%
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