LBGAX
Price
$37.50
Change
+$0.85 (+2.32%)
Updated
Apr 23 closing price
Net Assets
236.49M
PMBPX
Price
$42.14
Change
+$0.56 (+1.35%)
Updated
Apr 23 closing price
Net Assets
28.46B
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LBGAX vs PMBPX

Header iconLBGAX vs PMBPX Comparison
Open Charts LBGAX vs PMBPXBanner chart's image
ClearBridge Mid Cap Growth A
Price$37.50
Change+$0.85 (+2.32%)
VolumeN/A
Net Assets236.49M
Principal MidCap R5
Price$42.14
Change+$0.56 (+1.35%)
VolumeN/A
Net Assets28.46B
LBGAX vs PMBPX Comparison Chart
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LBGAX vs. PMBPX commentary
Apr 25, 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 Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.5B vs. LBGAX (236M). PMBPX pays higher dividends than LBGAX: PMBPX (0.01) vs LBGAX (0.00). LBGAX was incepted earlier than PMBPX: LBGAX (15 years) vs PMBPX (24 years). LBGAX (1.35) is less costly to investors than PMBPX (0.84). LBGAX is a more actively managed with annual turnover of: 23.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than LBGAX: PMBPX (0) vs LBGAX (1000). PMBPX annual gain was more profitable for investors over the last year : 5.76 vs. LBGAX (0.99). PMBPX return over 5 years is better than : 65.80 vs. LBGAX (41.78).
LBGAXPMBPXLBGAX / PMBPX
Total Expense Ratio1.210.84144%
Annual Report Gross Expense Ratio1.350.84161%
Fund Existence15 years24 years-
Gain YTD-13.663-4.326316%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets236M28.5B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year0.995.7617%
Returns for 3 years11.4721.3454%
Returns for 5 years41.7865.8063%
Returns for 10 years49.1778.7662%
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