LBFIX
Price
$56.67
Change
-$1.41 (-2.43%)
Updated
Feb 21 closing price
Net Assets
3.55B
PMBPX
Price
$44.27
Change
-$0.76 (-1.69%)
Updated
Feb 21 closing price
Net Assets
29.57B
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LBFIX vs PMBPX

Header iconLBFIX vs PMBPX Comparison
Open Charts LBFIX vs PMBPXBanner chart's image
ClearBridge Select I
Price$56.67
Change-$1.41 (-2.43%)
VolumeN/A
Net Assets3.55B
Principal MidCap R5
Price$44.27
Change-$0.76 (-1.69%)
VolumeN/A
Net Assets29.57B
LBFIX vs PMBPX Comparison Chart
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LBFIX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.6B vs. LBFIX (3.55B). LBFIX (0.00) and PMBPX (0.00) have matching dividends . LBFIX was incepted earlier than PMBPX: LBFIX (12 years) vs PMBPX (24 years). LBFIX is a more actively managed with annual turnover of: 20.00 vs. PMBPX (10.10). PMBPX has a lower initial minimum investment than LBFIX: PMBPX (0) vs LBFIX (1000000). LBFIX annual gain was more profitable for investors over the last year : 16.01 vs. PMBPX (12.43). LBFIX return over 5 years is better than : 73.57 vs. PMBPX (35.10).
LBFIXPMBPXLBFIX / PMBPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence12 years24 years-
Gain YTD1.0341.86455%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.55B29.6B12%
Annual Yield % from dividends0.000.00-
Returns for 1 year16.0112.43129%
Returns for 3 years24.4127.8588%
Returns for 5 years73.5735.10210%
Returns for 10 years244.5092.30265%
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