PMBMX
Price
$41.67
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
SHRAX
Price
$112.72
Change
+$0.09 (+0.08%)
Updated
Oct 17 closing price
Net Assets
4.49B
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PMBMX vs SHRAX

Header iconPMBMX vs SHRAX Comparison
Open Charts PMBMX vs SHRAXBanner chart's image
Principal MidCap R3
Price$41.67
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
ClearBridge Growth A
Price$112.72
Change+$0.09 (+0.08%)
VolumeN/A
Net Assets4.49B
PMBMX vs SHRAX Comparison Chart in %
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PMBMX vs. SHRAX commentary
Oct 19, 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 Buy and SHRAX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.8B vs. SHRAX (4.49B). 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: 22.00 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 : -3.39 vs. SHRAX (-3.77). PMBMX return over 5 years is better than : 32.70 vs. SHRAX (-36.92).
PMBMXSHRAXPMBMX / SHRAX
Total Expense Ratio1.141.14100%
Annual Report Gross Expense Ratio1.141.14100%
Fund Existence25 years42 years-
Gain YTD2.00715.03213%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B4.49B708%
Annual Yield % from dividends0.020.00-
Returns for 1 year-3.39-3.7790%
Returns for 3 years47.071.742,705%
Returns for 5 years32.70-36.92-89%
Returns for 10 years92.87-41.93-221%
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