LBFIX
Price
$61.35
Change
-$0.25 (-0.41%)
Updated
Oct 6 closing price
Net Assets
3.68B
PMBCX
Price
$36.75
Change
-$0.11 (-0.30%)
Updated
Oct 6 closing price
Net Assets
33.17B
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LBFIX vs PMBCX

Header iconLBFIX vs PMBCX Comparison
Open Charts LBFIX vs PMBCXBanner chart's image
ClearBridge Select I
Price$61.35
Change-$0.25 (-0.41%)
VolumeN/A
Net Assets3.68B
Principal MidCap C
Price$36.75
Change-$0.11 (-0.30%)
VolumeN/A
Net Assets33.17B
LBFIX vs PMBCX Comparison Chart in %
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LBFIX vs. PMBCX 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 PMBCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 33.2B vs. LBFIX (3.68B). LBFIX (0.00) and PMBCX (0.00) have matching dividends . LBFIX was incepted earlier than PMBCX: LBFIX (13 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than LBFIX (1.10). LBFIX is a more actively managed with annual turnover of: 17.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than LBFIX: PMBCX (1000) vs LBFIX (1000000). LBFIX annual gain was more profitable for investors over the last year : 16.60 vs. PMBCX (1.65). LBFIX return over 5 years is better than : 44.19 vs. PMBCX (31.64).
LBFIXPMBCXLBFIX / PMBCX
Total Expense Ratio1.101.7563%
Annual Report Gross Expense Ratio1.101.7563%
Fund Existence13 years19 years-
Gain YTD9.8235.014196%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.68B33.2B11%
Annual Yield % from dividends0.000.00-
Returns for 1 year16.601.651,003%
Returns for 3 years73.4248.27152%
Returns for 5 years44.1931.64140%
Returns for 10 years305.0080.33380%
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