LBFIX
Price
$61.35
Change
-$0.25 (-0.41%)
Updated
Oct 6 closing price
Net Assets
3.68B
PMAQX
Price
$46.81
Change
-$0.32 (-0.68%)
Updated
Oct 7 closing price
Net Assets
33.08B
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LBFIX vs PMAQX

Header iconLBFIX vs PMAQX Comparison
Open Charts LBFIX vs PMAQXBanner chart's image
ClearBridge Select I
Price$61.35
Change-$0.25 (-0.41%)
VolumeN/A
Net Assets3.68B
Principal MidCap R6
Price$46.81
Change-$0.32 (-0.68%)
VolumeN/A
Net Assets33.08B
LBFIX vs PMAQX Comparison Chart in %
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LBFIX vs. PMAQX commentary
Oct 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 LBFIX is a StrongBuy and PMAQX is a Hold.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 33.1B vs. LBFIX (3.68B). PMAQX pays higher dividends than LBFIX: PMAQX (0.19) vs LBFIX (0.00). LBFIX was incepted earlier than PMAQX: LBFIX (13 years) vs PMAQX (9 years). LBFIX (1.10) is less costly to investors than PMAQX (0.59). LBFIX is a more actively managed with annual turnover of: 17.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than LBFIX: PMAQX (0) vs LBFIX (1000000). LBFIX annual gain was more profitable for investors over the last year : 16.60 vs. PMAQX (4.57). LBFIX (44.19) and PMAQX (42.57) have equivalent 5 years return.
LBFIXPMAQXLBFIX / PMAQX
Total Expense Ratio1.100.59186%
Annual Report Gross Expense Ratio1.100.59186%
Fund Existence13 years9 years-
Gain YTD9.8235.602175%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.68B33.1B11%
Annual Yield % from dividends0.000.19-
Returns for 1 year16.604.57363%
Returns for 3 years73.4256.19131%
Returns for 5 years44.1942.57104%
Returns for 10 years305.00N/A-
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