PMBMX
Price
$39.51
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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PMBMX vs SAGYX

Header iconPMBMX vs SAGYX Comparison
Open Charts PMBMX vs SAGYXBanner chart's image
Principal MidCap R3
Price$39.51
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
PMBMX vs SAGYX Comparison Chart in %
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PMBMX vs. SAGYX commentary
Dec 27, 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 Hold and SAGYX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.2B vs. SAGYX (4.39B). PMBMX pays higher dividends than SAGYX: PMBMX (0.02) vs SAGYX (0.00). PMBMX was incepted earlier than SAGYX: PMBMX (25 years) vs SAGYX (30 years). PMBMX (1.14) is less costly to investors than SAGYX (0.83). SAGYX is a more actively managed with annual turnover of: 26.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than SAGYX: PMBMX (0) vs SAGYX (1000000). SAGYX annual gain was more profitable for investors over the last year : -2.02 vs. PMBMX (-5.21). PMBMX return over 5 years is better than : 16.99 vs. SAGYX (-33.70).
PMBMXSAGYXPMBMX / SAGYX
Total Expense Ratio1.140.83137%
Annual Report Gross Expense Ratio1.140.83137%
Fund Existence25 years30 years-
Gain YTD-3.2800.990-331%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.2B4.39B711%
Annual Yield % from dividends0.020.00-
Returns for 1 year-5.21-2.02257%
Returns for 3 years36.8911.91310%
Returns for 5 years16.99-33.70-50%
Returns for 10 years93.63-34.07-275%
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