PMBMX
Price
$39.51
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
Interact to see
Advertisement

PMBMX vs SHRAX

Header iconPMBMX vs SHRAX Comparison
Open Charts PMBMX vs SHRAXBanner chart's image
Principal MidCap R3
Price$39.51
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
PMBMX vs SHRAX Comparison Chart in %
View a ticker or compare two or three
VS
PMBMX 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 PMBMX is a Hold and SHRAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.2B vs. SHRAX (4.39B). PMBMX pays higher dividends than SHRAX: PMBMX (0.02) vs SHRAX (0.00). PMBMX was incepted earlier than SHRAX: PMBMX (25 years) vs SHRAX (42 years). PMBMX (1.14) and SHRAX (1.14) have similar cost to investors . SHRAX is a more actively managed with annual turnover of: 26.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than SHRAX: PMBMX (0) vs SHRAX (1000). PMBMX annual gain was more profitable for investors over the last year : -5.21 vs. SHRAX (-7.53). PMBMX return over 5 years is better than : 16.99 vs. SHRAX (-46.09).
PMBMXSHRAXPMBMX / SHRAX
Total Expense Ratio1.141.14100%
Annual Report Gross Expense Ratio1.141.14100%
Fund Existence25 years42 years-
Gain YTD-3.280-4.68470%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.2B4.39B710%
Annual Yield % from dividends0.020.00-
Returns for 1 year-5.21-7.5369%
Returns for 3 years36.89-2.25-1,638%
Returns for 5 years16.99-46.09-37%
Returns for 10 years93.63-50.18-187%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CGRYX34.500.07
+0.20%
Invesco Comstock Select Y
SDGZX129.550.19
+0.15%
DWS Capital Growth R6
GRECX7.010.01
+0.14%
Goldman Sachs Real Estate Securities C
JMVZX27.67N/A
N/A
JPMorgan Mid Cap Value R2
FSCCX34.47-0.01
-0.03%
Nuveen Small Cap Value I