LBFIX
Price
$55.86
Change
+$0.24 (+0.43%)
Updated
Jun 6 closing price
Net Assets
3.41B
PMBPX
Price
$44.73
Change
+$0.01 (+0.02%)
Updated
Jun 5 closing price
Net Assets
30.93B
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LBFIX vs PMBPX

Header iconLBFIX vs PMBPX Comparison
Open Charts LBFIX vs PMBPXBanner chart's image
ClearBridge Select I
Price$55.86
Change+$0.24 (+0.43%)
VolumeN/A
Net Assets3.41B
Principal MidCap R5
Price$44.73
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets30.93B
LBFIX vs PMBPX Comparison Chart
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LBFIX vs. PMBPX commentary
Jun 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 Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. LBFIX (3.41B). PMBPX pays higher dividends than LBFIX: PMBPX (0.01) vs LBFIX (0.00). LBFIX was incepted earlier than PMBPX: LBFIX (13 years) vs PMBPX (25 years). LBFIX (1.10) is less costly to investors than PMBPX (0.83). 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). LBFIX annual gain was more profitable for investors over the last year : 15.92 vs. PMBPX (10.51). LBFIX return over 5 years is better than : 59.01 vs. PMBPX (46.06).
LBFIXPMBPXLBFIX / PMBPX
Total Expense Ratio1.100.83133%
Annual Report Gross Expense Ratio1.100.83133%
Fund Existence13 years25 years-
Gain YTD-0.8382.899-29%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.41B30.9B11%
Annual Yield % from dividends0.000.01-
Returns for 1 year15.9210.51151%
Returns for 3 years36.6235.32104%
Returns for 5 years59.0146.06128%
Returns for 10 years243.5595.61255%
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