LBFIX
Price
$58.63
Change
+$0.55 (+0.95%)
Updated
Aug 6 closing price
Net Assets
3.52B
PMBMX
Price
$43.20
Change
+$0.04 (+0.09%)
Updated
Aug 6 closing price
Net Assets
32.4B
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LBFIX vs PMBMX

Header iconLBFIX vs PMBMX Comparison
Open Charts LBFIX vs PMBMXBanner chart's image
ClearBridge Select I
Price$58.63
Change+$0.55 (+0.95%)
VolumeN/A
Net Assets3.52B
Principal MidCap R3
Price$43.20
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets32.4B
LBFIX vs PMBMX Comparison Chart in %
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LBFIX vs. PMBMX commentary
Aug 07, 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.4B vs. LBFIX (3.52B). PMBMX pays higher dividends than LBFIX: PMBMX (0.02) vs LBFIX (0.00). LBFIX was incepted earlier than PMBMX: LBFIX (13 years) vs PMBMX (25 years). PMBMX (1.14) and LBFIX (1.10) have similar cost to investors . LBFIX is a more actively managed with annual turnover of: 17.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than LBFIX: PMBMX (0) vs LBFIX (1000000). LBFIX annual gain was more profitable for investors over the last year : 23.52 vs. PMBMX (12.45). LBFIX return over 5 years is better than : 45.27 vs. PMBMX (42.71).
LBFIXPMBMXLBFIX / PMBMX
Total Expense Ratio1.101.1496%
Annual Report Gross Expense Ratio1.101.1496%
Fund Existence13 years25 years-
Gain YTD3.5485.65563%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.52B32.4B11%
Annual Yield % from dividends0.000.02-
Returns for 1 year23.5212.45189%
Returns for 3 years42.8434.57124%
Returns for 5 years45.2742.71106%
Returns for 10 years262.0990.34290%
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