PMBJX
Price
$44.08
Change
+$0.39 (+0.89%)
Updated
Sep 8 closing price
Net Assets
33.36B
SAGYX
Price
$151.79
Change
+$2.02 (+1.35%)
Updated
Sep 8 closing price
Net Assets
4.46B
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PMBJX vs SAGYX

Header iconPMBJX vs SAGYX Comparison
Open Charts PMBJX vs SAGYXBanner chart's image
Principal MidCap J
Price$44.08
Change+$0.39 (+0.89%)
VolumeN/A
Net Assets33.36B
ClearBridge Growth I
Price$151.79
Change+$2.02 (+1.35%)
VolumeN/A
Net Assets4.46B
PMBJX vs SAGYX Comparison Chart in %
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PMBJX vs. SAGYX commentary
Sep 09, 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 StrongBuy and SAGYX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.4B vs. SAGYX (4.46B). 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: 22.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than SAGYX: PMBJX (1000) vs SAGYX (1000000). PMBJX annual gain was more profitable for investors over the last year : 9.02 vs. SAGYX (8.32). PMBJX return over 5 years is better than : 46.26 vs. SAGYX (-24.25).
PMBJXSAGYXPMBJX / SAGYX
Total Expense Ratio0.780.8394%
Annual Report Gross Expense Ratio0.780.8394%
Fund Existence25 years30 years-
Gain YTD7.05713.13654%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets33.4B4.46B748%
Annual Yield % from dividends0.060.00-
Returns for 1 year9.028.32108%
Returns for 3 years45.538.58531%
Returns for 5 years46.26-24.25-191%
Returns for 10 years107.65-29.04-371%
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