LBGAX
Price
$42.87
Change
+$0.20 (+0.47%)
Updated
Nov 19 closing price
Net Assets
284.55M
PEMGX
Price
$42.31
Change
-$0.02 (-0.05%)
Updated
Nov 19 closing price
Net Assets
30.83B
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LBGAX vs PEMGX

Header iconLBGAX vs PEMGX Comparison
Open Charts LBGAX vs PEMGXBanner chart's image
ClearBridge Mid Cap Growth A
Price$42.87
Change+$0.20 (+0.47%)
VolumeN/A
Net Assets284.55M
Principal MidCap A
Price$42.31
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets30.83B
LBGAX vs PEMGX Comparison Chart in %
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LBGAX vs. PEMGX commentary
Nov 20, 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 LBGAX is a Hold and PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.8B vs. LBGAX (285M). LBGAX (0.00) and PEMGX (0.00) have matching dividends . LBGAX was incepted earlier than PEMGX: LBGAX (15 years) vs PEMGX (20 years). LBGAX (1.28) is less costly to investors than PEMGX (0.91). LBGAX is a more actively managed with annual turnover of: 23.00 vs. PEMGX (10.50). LBGAX (6%) and PEMGX (6%) have equivalent initial investment costs. LBGAX (1000) and PEMGX (1000) have matching initial minimum investment requirements. LBGAX annual gain was more profitable for investors over the last year : -0.28 vs. PEMGX (-6.45). PEMGX return over 5 years is better than : 25.57 vs. LBGAX (10.12).
LBGAXPEMGXLBGAX / PEMGX
Total Expense Ratio1.200.91132%
Annual Report Gross Expense Ratio1.280.91141%
Fund Existence15 years20 years-
Gain YTD0.518-0.680-76%
Front Load6%6%100%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets285M30.8B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-0.28-6.454%
Returns for 3 years49.9832.28155%
Returns for 5 years10.1225.5740%
Returns for 10 years80.6589.6790%
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