LBFIX
Price
$56.67
Change
-$1.41 (-2.43%)
Updated
Feb 21 closing price
Net Assets
3.55B
PMAQX
Price
$45.48
Change
-$0.77 (-1.66%)
Updated
Feb 21 closing price
Net Assets
29.57B
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LBFIX vs PMAQX

Header iconLBFIX vs PMAQX Comparison
Open Charts LBFIX vs PMAQXBanner chart's image
ClearBridge Select I
Price$56.67
Change-$1.41 (-2.43%)
VolumeN/A
Net Assets3.55B
Principal MidCap R6
Price$45.48
Change-$0.77 (-1.66%)
VolumeN/A
Net Assets29.57B
LBFIX vs PMAQX Comparison Chart
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LBFIX vs. PMAQX 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 PMAQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 29.6B vs. LBFIX (3.55B). PMAQX pays higher dividends than LBFIX: PMAQX (0.10) vs LBFIX (0.00). LBFIX was incepted earlier than PMAQX: LBFIX (12 years) vs PMAQX (8 years). LBFIX is a more actively managed with annual turnover of: 20.00 vs. PMAQX (10.10). 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 : 16.01 vs. PMAQX (12.83). LBFIX return over 5 years is better than : 73.57 vs. PMAQX (37.29).
LBFIXPMAQXLBFIX / PMAQX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence12 years8 years-
Gain YTD1.0341.90554%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.55B29.6B12%
Annual Yield % from dividends0.000.10-
Returns for 1 year16.0112.83125%
Returns for 3 years24.4129.1084%
Returns for 5 years73.5737.29197%
Returns for 10 years244.50N/A-
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