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LBGIX vs PEMGX
LBGIX vs PEMGX Comparison
Open Charts LBGIX vs PEMGX
ClearBridge Mid Cap Growth I
Price$39.86
Change+$4.00 (+11.15%)
VolumeN/A
Net Assets219.16M
LBGIX vs PEMGX Comparison Chart
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LBGIX vs. PEMGX commentary
Apr 11, 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 LBGIX is a Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.5B vs. LBGIX (219M). LBGIX (0.00) and PEMGX (0.00) have matching dividends . LBGIX was incepted earlier than PEMGX: LBGIX (15 years) vs PEMGX (20 years). LBGIX (1.01) is less costly to investors than PEMGX (0.95). LBGIX is a more actively managed with annual turnover of: 23.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than LBGIX: PEMGX (1000) vs LBGIX (1000000). PEMGX annual gain was more profitable for investors over the last year : -4.84 vs. LBGIX (-10.88). PEMGX return over 5 years is better than : 51.97 vs. LBGIX (38.83).
| LBGIX | PEMGX | LBGIX / PEMGX | |
| Total Expense Ratio | 0.86 | 0.95 | 91% |
| Annual Report Gross Expense Ratio | 1.01 | 0.95 | 106% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | -19.848 | -10.535 | 188% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 28.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.88 | -4.84 | 225% |
| Returns for 3 years | -1.81 | 7.96 | -23% |
| Returns for 5 years | 38.83 | 51.97 | 75% |
| Returns for 10 years | 45.95 | 64.11 | 72% |