PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
SHRAX
Price
$87.59
Change
-$26.46 (-23.20%)
Updated
Feb 3 closing price
Net Assets
4.13B
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PMBPX vs SHRAX

Header iconPMBPX vs SHRAX Comparison
Open Charts PMBPX vs SHRAXBanner chart's image
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
ClearBridge Growth A
Price$87.59
Change-$26.46 (-23.20%)
VolumeN/A
Net Assets4.13B
PMBPX vs SHRAX Comparison Chart in %
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PMBPX vs. SHRAX commentary
Feb 04, 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 PMBPX is a Hold and SHRAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. SHRAX (4.13B). PMBPX (0.00) and SHRAX (0.00) have matching dividends . PMBPX was incepted earlier than SHRAX: PMBPX (25 years) vs SHRAX (42 years). SHRAX (1.13) is less costly to investors than PMBPX (0.83). SHRAX is a more actively managed with annual turnover of: 26.00 vs. PMBPX (13.70). PMBPX has a lower initial minimum investment than SHRAX: PMBPX (0) vs SHRAX (1000). PMBPX annual gain was more profitable for investors over the last year : -11.17 vs. SHRAX (-14.30). PMBPX return over 5 years is better than : 12.76 vs. SHRAX (-52.23).
PMBPXSHRAXPMBPX / SHRAX
Total Expense Ratio0.831.1373%
Annual Report Gross Expense Ratio0.831.1373%
Fund Existence25 years42 years-
Gain YTD-2.931-4.13771%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.3B4.13B734%
Annual Yield % from dividends0.000.00-
Returns for 1 year-11.17-14.3078%
Returns for 3 years21.00-17.36-121%
Returns for 5 years12.76-52.23-24%
Returns for 10 years119.39-47.49-251%
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