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LBGAX vs PEMGX
LBGAX vs PEMGX Comparison
Open Charts LBGAX vs PEMGX
ClearBridge Mid Cap Growth A
Price$36.84
Change-$2.55 (-6.47%)
VolumeN/A
Net Assets253.78M
LBGAX vs PEMGX Comparison Chart
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LBGAX vs. PEMGX commentary
Apr 04, 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 StrongBuy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.8B vs. LBGAX (254M). LBGAX (0.00) and PEMGX (0.00) have matching dividends . LBGAX was incepted earlier than PEMGX: LBGAX (15 years) vs PEMGX (20 years). LBGAX (1.35) is less costly to investors than PEMGX (0.95). 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. PEMGX annual gain was more profitable for investors over the last year : 7.33 vs. LBGAX (3.58). PEMGX return over 5 years is better than : 101.64 vs. LBGAX (80.94).
| LBGAX | PEMGX | LBGAX / PEMGX | |
| Total Expense Ratio | 1.21 | 0.95 | 127% |
| Annual Report Gross Expense Ratio | 1.35 | 0.95 | 142% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | -7.208 | 1.009 | -714% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254M | 29.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.58 | 7.33 | 49% |
| Returns for 3 years | 7.07 | 19.09 | 37% |
| Returns for 5 years | 80.94 | 101.64 | 80% |
| Returns for 10 years | 64.19 | 86.08 | 75% |