LBFIX
Price
$56.80
Change
+$0.21 (+0.37%)
Updated
Jul 2 closing price
Net Assets
3.45B
PMAQX
Price
$47.33
Change
-$0.06 (-0.13%)
Updated
Jul 2 closing price
Net Assets
31.77B
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LBFIX vs PMAQX

Header iconLBFIX vs PMAQX Comparison
Open Charts LBFIX vs PMAQXBanner chart's image
ClearBridge Select I
Price$56.80
Change+$0.21 (+0.37%)
VolumeN/A
Net Assets3.45B
Principal MidCap R6
Price$47.33
Change-$0.06 (-0.13%)
VolumeN/A
Net Assets31.77B
LBFIX vs PMAQX Comparison Chart in %
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LBFIX vs. PMAQX commentary
Jul 03, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 31.8B vs. LBFIX (3.45B). 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). PMAQX (14.92) and LBFIX (14.81) have marching annual gain over last year. PMAQX return over 5 years is better than : 60.71 vs. LBFIX (54.70).
LBFIXPMAQXLBFIX / PMAQX
Total Expense Ratio1.100.59186%
Annual Report Gross Expense Ratio1.100.59186%
Fund Existence13 years9 years-
Gain YTD0.8916.18414%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.45B31.8B11%
Annual Yield % from dividends0.000.19-
Returns for 1 year14.8114.9299%
Returns for 3 years53.9052.42103%
Returns for 5 years54.7060.7190%
Returns for 10 years249.54N/A-
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