LBGAX
Price
$44.18
Change
-$0.32 (-0.72%)
Updated
Aug 8 closing price
Net Assets
286.09M
PMBPX
Price
$45.72
Change
+$0.01 (+0.02%)
Updated
Aug 8 closing price
Net Assets
32.21B
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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$44.18
Change-$0.32 (-0.72%)
VolumeN/A
Net Assets286.09M
Principal MidCap R5
Price$45.72
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets32.21B
LBGAX vs PMBPX Comparison Chart in %
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LBGAX vs. PMBPX commentary
Aug 09, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.2B vs. LBGAX (286M). PMBPX pays higher dividends than LBGAX: PMBPX (0.01) vs LBGAX (0.00). LBGAX was incepted earlier than PMBPX: LBGAX (15 years) vs PMBPX (25 years). LBGAX (1.28) is less costly to investors than PMBPX (0.83). 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). LBGAX annual gain was more profitable for investors over the last year : 24.86 vs. PMBPX (11.39). PMBPX return over 5 years is better than : 45.35 vs. LBGAX (32.48).
LBGAXPMBPXLBGAX / PMBPX
Total Expense Ratio1.200.83145%
Annual Report Gross Expense Ratio1.280.83154%
Fund Existence15 years25 years-
Gain YTD4.8295.17793%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets286M32.2B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year24.8611.39218%
Returns for 3 years40.9636.09113%
Returns for 5 years32.4845.3572%
Returns for 10 years83.2097.5385%
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