PMBJX
Price
$41.35
Change
-$0.66 (-1.57%)
Updated
Nov 13 closing price
Net Assets
31.99B
SHRAX
Price
$110.00
Change
-$2.92 (-2.59%)
Updated
Nov 13 closing price
Net Assets
4.47B
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PMBJX vs SHRAX

Header iconPMBJX vs SHRAX Comparison
Open Charts PMBJX vs SHRAXBanner chart's image
Principal MidCap J
Price$41.35
Change-$0.66 (-1.57%)
VolumeN/A
Net Assets31.99B
ClearBridge Growth A
Price$110.00
Change-$2.92 (-2.59%)
VolumeN/A
Net Assets4.47B
PMBJX vs SHRAX Comparison Chart in %
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PMBJX vs. SHRAX commentary
Nov 14, 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 Buy and SHRAX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32B vs. SHRAX (4.47B). 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: 22.00 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 : -6.79 vs. SHRAX (-9.46). PMBJX return over 5 years is better than : 28.41 vs. SHRAX (-40.46).
PMBJXSHRAXPMBJX / SHRAX
Total Expense Ratio0.781.1468%
Annual Report Gross Expense Ratio0.781.1468%
Fund Existence25 years42 years-
Gain YTD1.32312.25611%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets32B4.47B716%
Annual Yield % from dividends0.060.00-
Returns for 1 year-6.79-9.4672%
Returns for 3 years34.47-4.90-704%
Returns for 5 years28.41-40.46-70%
Returns for 10 years97.46-43.34-225%
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