PMBMX
Price
$37.68
Change
-$4.68 (-11.05%)
Updated
Feb 3 closing price
Net Assets
29.47B
SHRAX
Price
$87.59
Change
-$26.46 (-23.20%)
Updated
Feb 3 closing price
Net Assets
4.13B
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PMBMX vs SHRAX

Header iconPMBMX vs SHRAX Comparison
Open Charts PMBMX vs SHRAXBanner chart's image
Principal MidCap R3
Price$37.68
Change-$4.68 (-11.05%)
VolumeN/A
Net Assets29.47B
ClearBridge Growth A
Price$87.59
Change-$26.46 (-23.20%)
VolumeN/A
Net Assets4.13B
PMBMX vs SHRAX Comparison Chart in %
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PMBMX vs. SHRAX commentary
Feb 05, 2026

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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.5B vs. SHRAX (4.13B). PMBMX (0.00) and SHRAX (0.00) have matching dividends . PMBMX was incepted earlier than SHRAX: PMBMX (25 years) vs SHRAX (42 years). PMBMX (1.14) and SHRAX (1.13) have similar cost to investors . SHRAX is a more actively managed with annual turnover of: 26.00 vs. PMBMX (13.70). 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 : -11.84 vs. SHRAX (-14.30). PMBMX return over 5 years is better than : 9.56 vs. SHRAX (-52.23).
PMBMXSHRAXPMBMX / SHRAX
Total Expense Ratio1.141.13101%
Annual Report Gross Expense Ratio1.141.13101%
Fund Existence25 years42 years-
Gain YTD-2.987-4.13772%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets29.5B4.13B714%
Annual Yield % from dividends0.000.00-
Returns for 1 year-11.84-14.3083%
Returns for 3 years18.93-17.36-109%
Returns for 5 years9.56-52.23-18%
Returns for 10 years108.34-47.49-228%
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