PMBJX
Price
$39.62
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
SHRAX
Price
$93.40
Change
+$0.09 (+0.10%)
Updated
Dec 26 closing price
Net Assets
4.39B
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PMBJX vs SHRAX

Header iconPMBJX vs SHRAX Comparison
Open Charts PMBJX vs SHRAXBanner chart's image
Principal MidCap J
Price$39.62
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
ClearBridge Growth A
Price$93.40
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets4.39B
PMBJX vs SHRAX Comparison Chart in %
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PMBJX vs. SHRAX 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 SHRAX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.2B vs. SHRAX (4.39B). PMBJX pays higher dividends than SHRAX: PMBJX (0.06) vs SHRAX (0.00). PMBJX was incepted earlier than SHRAX: PMBJX (25 years) vs SHRAX (42 years). SHRAX (1.14) is less costly to investors than PMBJX (0.78). SHRAX is a more actively managed with annual turnover of: 26.00 vs. PMBJX (10.50). PMBJX (1000) and SHRAX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : -4.84 vs. SHRAX (-7.53). PMBJX return over 5 years is better than : 19.01 vs. SHRAX (-46.09).
PMBJXSHRAXPMBJX / SHRAX
Total Expense Ratio0.781.1468%
Annual Report Gross Expense Ratio0.781.1468%
Fund Existence25 years42 years-
Gain YTD-2.916-4.68462%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets31.2B4.39B710%
Annual Yield % from dividends0.060.00-
Returns for 1 year-4.84-7.5364%
Returns for 3 years38.42-2.25-1,706%
Returns for 5 years19.01-46.09-41%
Returns for 10 years99.70-50.18-199%
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