PMBMX
Price
$43.62
Change
-$0.13 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
SAGCX
Price
$36.78
Change
+$0.28 (+0.77%)
Updated
Sep 5 closing price
Net Assets
4.46B
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PMBMX vs SAGCX

Header iconPMBMX vs SAGCX Comparison
Open Charts PMBMX vs SAGCXBanner chart's image
Principal MidCap R3
Price$43.62
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets33.05B
ClearBridge Growth C
Price$36.78
Change+$0.28 (+0.77%)
VolumeN/A
Net Assets4.46B
PMBMX vs SAGCX Comparison Chart in %
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PMBMX vs. SAGCX commentary
Sep 08, 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 PMBMX is a StrongBuy and SAGCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33B vs. SAGCX (4.46B). PMBMX pays higher dividends than SAGCX: PMBMX (0.02) vs SAGCX (0.00). PMBMX was incepted earlier than SAGCX: PMBMX (25 years) vs SAGCX (32 years). SAGCX (1.85) is less costly to investors than PMBMX (1.14). SAGCX is a more actively managed with annual turnover of: 22.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than SAGCX: PMBMX (0) vs SAGCX (1000). PMBMX annual gain was more profitable for investors over the last year : 8.59 vs. SAGCX (-22.57). PMBMX return over 5 years is better than : 43.76 vs. SAGCX (-71.12).
PMBMXSAGCXPMBMX / SAGCX
Total Expense Ratio1.141.8562%
Annual Report Gross Expense Ratio1.141.8562%
Fund Existence25 years32 years-
Gain YTD6.78112.37455%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets33B4.46B739%
Annual Yield % from dividends0.020.00-
Returns for 1 year8.59-22.57-38%
Returns for 3 years43.95-44.17-99%
Returns for 5 years43.76-71.12-62%
Returns for 10 years101.62-77.81-131%
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