LBFIX
Price
$49.11
Change
-$2.95 (-5.67%)
Updated
Apr 3 closing price
Net Assets
3.25B
PEMGX
Price
$41.35
Change
-$1.70 (-3.95%)
Updated
Apr 3 closing price
Net Assets
29.76B
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LBFIX vs PEMGX

Header iconLBFIX vs PEMGX Comparison
Open Charts LBFIX vs PEMGXBanner chart's image
ClearBridge Select I
Price$49.11
Change-$2.95 (-5.67%)
VolumeN/A
Net Assets3.25B
Principal MidCap A
Price$41.35
Change-$1.70 (-3.95%)
VolumeN/A
Net Assets29.76B
LBFIX vs PEMGX Comparison Chart
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LBFIX vs. PEMGX commentary
Apr 04, 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 LBFIX is a Buy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.8B vs. LBFIX (3.25B). LBFIX (0.00) and PEMGX (0.00) have matching dividends . LBFIX was incepted earlier than PEMGX: LBFIX (12 years) vs PEMGX (20 years). LBFIX (1.10) is less costly to investors than PEMGX (0.95). LBFIX is a more actively managed with annual turnover of: 17.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than LBFIX: PEMGX (1000) vs LBFIX (1000000). PEMGX annual gain was more profitable for investors over the last year : 7.33 vs. LBFIX (5.64). LBFIX return over 5 years is better than : 129.64 vs. PEMGX (101.64).
LBFIXPEMGXLBFIX / PEMGX
Total Expense Ratio1.100.95116%
Annual Report Gross Expense Ratio1.100.95116%
Fund Existence12 years20 years-
Gain YTD-7.1851.009-712%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.25B29.8B11%
Annual Yield % from dividends0.000.00-
Returns for 1 year5.647.3377%
Returns for 3 years9.3219.0949%
Returns for 5 years129.64101.64128%
Returns for 10 years224.5686.08261%
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