LBGAX
Price
$45.73
Change
-$0.05 (-0.11%)
Updated
Sep 16 closing price
Net Assets
308.82M
PMBJX
Price
$43.66
Change
-$0.15 (-0.34%)
Updated
Sep 16 closing price
Net Assets
33.2B
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LBGAX vs PMBJX

Header iconLBGAX vs PMBJX Comparison
Open Charts LBGAX vs PMBJXBanner chart's image
ClearBridge Mid Cap Growth A
Price$45.73
Change-$0.05 (-0.11%)
VolumeN/A
Net Assets308.82M
Principal MidCap J
Price$43.66
Change-$0.15 (-0.34%)
VolumeN/A
Net Assets33.2B
LBGAX vs PMBJX Comparison Chart in %
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LBGAX vs. PMBJX commentary
Sep 18, 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 PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. LBGAX (309M). PMBJX pays higher dividends than LBGAX: PMBJX (0.06) vs LBGAX (0.00). LBGAX was incepted earlier than PMBJX: LBGAX (15 years) vs PMBJX (25 years). LBGAX (1.28) is less costly to investors than PMBJX (0.78). LBGAX is a more actively managed with annual turnover of: 23.00 vs. PMBJX (10.50). LBGAX (1000) and PMBJX (1000) have matching initial minimum investment requirements. LBGAX annual gain was more profitable for investors over the last year : 19.53 vs. PMBJX (6.30). PMBJX return over 5 years is better than : 46.56 vs. LBGAX (36.86).
LBGAXPMBJXLBGAX / PMBJX
Total Expense Ratio1.200.78154%
Annual Report Gross Expense Ratio1.280.78164%
Fund Existence15 years25 years-
Gain YTD7.8457.351107%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets309M33.2B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year19.536.30310%
Returns for 3 years57.1047.90119%
Returns for 5 years36.8646.5679%
Returns for 10 years97.92110.9088%
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