LBFIX
Price
$59.62
Change
-$1.79 (-2.91%)
Updated
Oct 10 closing price
Net Assets
3.56B
PMBPX
Price
$44.51
Change
-$0.69 (-1.53%)
Updated
Oct 10 closing price
Net Assets
32.13B
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LBFIX vs PMBPX

Header iconLBFIX vs PMBPX Comparison
Open Charts LBFIX vs PMBPXBanner chart's image
ClearBridge Select I
Price$59.62
Change-$1.79 (-2.91%)
VolumeN/A
Net Assets3.56B
Principal MidCap R5
Price$44.51
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets32.13B
LBFIX vs PMBPX Comparison Chart in %
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LBFIX vs. PMBPX commentary
Oct 13, 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.1B vs. LBFIX (3.56B). 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 : 14.34 vs. PMBPX (1.56). LBFIX return over 5 years is better than : 41.30 vs. PMBPX (37.98).
LBFIXPMBPXLBFIX / PMBPX
Total Expense Ratio1.100.83133%
Annual Report Gross Expense Ratio1.100.83133%
Fund Existence13 years25 years-
Gain YTD9.4854.004237%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.56B32.1B11%
Annual Yield % from dividends0.000.01-
Returns for 1 year14.341.56920%
Returns for 3 years77.2355.34140%
Returns for 5 years41.3037.98109%
Returns for 10 years307.77108.11285%
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