LBFIX
Price
$51.17
Change
+$1.51 (+3.04%)
Updated
Apr 24 closing price
Net Assets
3.08B
PMBPX
Price
$42.75
Change
+$0.61 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
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LBFIX vs PMBPX

Header iconLBFIX vs PMBPX Comparison
Open Charts LBFIX vs PMBPXBanner chart's image
ClearBridge Select I
Price$51.17
Change+$1.51 (+3.04%)
VolumeN/A
Net Assets3.08B
Principal MidCap R5
Price$42.75
Change+$0.61 (+1.45%)
VolumeN/A
Net Assets28.88B
LBFIX vs PMBPX Comparison Chart
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LBFIX vs. PMBPX commentary
Apr 25, 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 Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.9B vs. LBFIX (3.08B). PMBPX pays higher dividends than LBFIX: PMBPX (0.01) vs LBFIX (0.00). LBFIX was incepted earlier than PMBPX: LBFIX (12 years) vs PMBPX (24 years). LBFIX (1.10) is less costly to investors than PMBPX (0.84). LBFIX is a more actively managed with annual turnover of: 17.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than LBFIX: PMBPX (0) vs LBFIX (1000000). PMBPX annual gain was more profitable for investors over the last year : 6.75 vs. LBFIX (5.37). LBFIX return over 5 years is better than : 77.04 vs. PMBPX (68.04).
LBFIXPMBPXLBFIX / PMBPX
Total Expense Ratio1.100.84131%
Annual Report Gross Expense Ratio1.100.84131%
Fund Existence12 years24 years-
Gain YTD-11.464-3.037377%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.08B28.9B11%
Annual Yield % from dividends0.000.01-
Returns for 1 year5.376.7580%
Returns for 3 years14.0821.7365%
Returns for 5 years77.0468.04113%
Returns for 10 years200.0682.65242%
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