LBGAX
Price
$42.87
Change
+$0.20 (+0.47%)
Updated
Nov 19 closing price
Net Assets
284.55M
PMBJX
Price
$40.56
Change
-$0.02 (-0.05%)
Updated
Nov 19 closing price
Net Assets
30.83B
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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$42.87
Change+$0.20 (+0.47%)
VolumeN/A
Net Assets284.55M
Principal MidCap J
Price$40.56
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets30.83B
LBGAX vs PMBJX Comparison Chart in %
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LBGAX vs. PMBJX 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 PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.8B vs. LBGAX (285M). 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 : -0.28 vs. PMBJX (-6.46). PMBJX return over 5 years is better than : 25.52 vs. LBGAX (10.12).
LBGAXPMBJXLBGAX / PMBJX
Total Expense Ratio1.200.78154%
Annual Report Gross Expense Ratio1.280.78164%
Fund Existence15 years25 years-
Gain YTD0.518-0.564-92%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets285M30.8B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year-0.28-6.464%
Returns for 3 years49.9832.39154%
Returns for 5 years10.1225.5240%
Returns for 10 years80.6589.1290%
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