LBFIX
Price
$59.76
Change
+$0.19 (+0.32%)
Updated
Aug 27 closing price
Net Assets
3.57B
PMBPX
Price
$46.65
Change
-$0.07 (-0.15%)
Updated
Aug 27 closing price
Net Assets
32.88B
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LBFIX vs PMBPX

Header iconLBFIX vs PMBPX Comparison
Open Charts LBFIX vs PMBPXBanner chart's image
ClearBridge Select I
Price$59.76
Change+$0.19 (+0.32%)
VolumeN/A
Net Assets3.57B
Principal MidCap R5
Price$46.65
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets32.88B
LBFIX vs PMBPX Comparison Chart in %
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LBFIX vs. PMBPX commentary
Aug 28, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.9B vs. LBFIX (3.57B). 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 : 16.05 vs. PMBPX (8.23). PMBPX (44.39) and LBFIX (42.79) have equivalent 5 years return.
LBFIXPMBPXLBFIX / PMBPX
Total Expense Ratio1.100.83133%
Annual Report Gross Expense Ratio1.100.83133%
Fund Existence13 years25 years-
Gain YTD6.2047.50183%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.57B32.9B11%
Annual Yield % from dividends0.000.01-
Returns for 1 year16.058.23195%
Returns for 3 years52.1242.10124%
Returns for 5 years42.7944.3996%
Returns for 10 years287.57111.05259%
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