LBFIX
Price
$56.67
Change
-$1.41 (-2.43%)
Updated
Feb 21 closing price
Net Assets
3.55B
PEMGX
Price
$43.41
Change
-$0.75 (-1.70%)
Updated
Feb 21 closing price
Net Assets
29.57B
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LBFIX vs PEMGX

Header iconLBFIX vs PEMGX Comparison
Open Charts LBFIX vs PEMGXBanner chart's image
ClearBridge Select I
Price$56.67
Change-$1.41 (-2.43%)
VolumeN/A
Net Assets3.55B
Principal MidCap A
Price$43.41
Change-$0.75 (-1.70%)
VolumeN/A
Net Assets29.57B
LBFIX vs PEMGX Comparison Chart
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LBFIX vs. PEMGX commentary
Feb 23, 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 Hold and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.6B vs. LBFIX (3.55B). LBFIX (0.00) and PEMGX (0.00) have matching dividends . LBFIX was incepted earlier than PEMGX: LBFIX (12 years) vs PEMGX (20 years). LBFIX is a more actively managed with annual turnover of: 20.00 vs. PEMGX (10.10). PEMGX has a lower initial minimum investment than LBFIX: PEMGX (1000) vs LBFIX (1000000). LBFIX annual gain was more profitable for investors over the last year : 16.01 vs. PEMGX (12.29). LBFIX return over 5 years is better than : 73.57 vs. PEMGX (34.02).
LBFIXPEMGXLBFIX / PEMGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence12 years20 years-
Gain YTD1.0341.85456%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.55B29.6B12%
Annual Yield % from dividends0.000.00-
Returns for 1 year16.0112.29130%
Returns for 3 years24.4127.3089%
Returns for 5 years73.5734.02216%
Returns for 10 years244.5089.11274%
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