PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
SHRAX
Price
$110.65
Change
+$0.83 (+0.76%)
Updated
Sep 5 closing price
Net Assets
4.43B
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PMBPX vs SHRAX

Header iconPMBPX vs SHRAX Comparison
Open Charts PMBPX vs SHRAXBanner chart's image
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.13B
ClearBridge Growth A
Price$110.65
Change+$0.83 (+0.76%)
VolumeN/A
Net Assets4.43B
PMBPX vs SHRAX Comparison Chart in %
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PMBPX vs. SHRAX commentary
Sep 08, 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 PMBPX is a StrongBuy and SHRAX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.1B vs. SHRAX (4.43B). PMBPX pays higher dividends than SHRAX: PMBPX (0.01) vs SHRAX (0.00). PMBPX was incepted earlier than SHRAX: PMBPX (25 years) vs SHRAX (42 years). SHRAX (1.14) is less costly to investors than PMBPX (0.83). SHRAX is a more actively managed with annual turnover of: 22.00 vs. PMBPX (10.50). 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 : 9.16 vs. SHRAX (3.43). PMBPX return over 5 years is better than : 47.38 vs. SHRAX (-36.40).
PMBPXSHRAXPMBPX / SHRAX
Total Expense Ratio0.831.1473%
Annual Report Gross Expense Ratio0.831.1473%
Fund Existence25 years42 years-
Gain YTD7.01812.92054%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.1B4.43B747%
Annual Yield % from dividends0.010.00-
Returns for 1 year9.163.43267%
Returns for 3 years46.04-2.40-1,920%
Returns for 5 years47.38-36.40-130%
Returns for 10 years111.63-43.53-256%
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