LBGIX
Price
$47.60
Change
-$0.06 (-0.13%)
Updated
Oct 17 closing price
Net Assets
302.84M
PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
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LBGIX vs PMBJX

Header iconLBGIX vs PMBJX Comparison
Open Charts LBGIX vs PMBJXBanner chart's image
ClearBridge Mid Cap Growth I
Price$47.60
Change-$0.06 (-0.13%)
VolumeN/A
Net Assets302.84M
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.93B
LBGIX vs PMBJX Comparison Chart in %
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LBGIX vs. PMBJX commentary
Oct 19, 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 Hold and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.9B vs. LBGIX (303M). PMBJX pays higher dividends than LBGIX: PMBJX (0.06) vs LBGIX (0.00). LBGIX was incepted earlier than PMBJX: LBGIX (15 years) vs PMBJX (25 years). LBGIX (0.99) is less costly to investors than PMBJX (0.78). LBGIX is a more actively managed with annual turnover of: 23.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than LBGIX: PMBJX (1000) vs LBGIX (1000000). LBGIX annual gain was more profitable for investors over the last year : 11.63 vs. PMBJX (-3.03). PMBJX return over 5 years is better than : 34.98 vs. LBGIX (24.31).
LBGIXPMBJXLBGIX / PMBJX
Total Expense Ratio0.850.78109%
Annual Report Gross Expense Ratio0.990.78127%
Fund Existence15 years25 years-
Gain YTD6.3922.303278%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets303M31.9B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year11.63-3.03-384%
Returns for 3 years67.1348.67138%
Returns for 5 years24.3134.9870%
Returns for 10 years101.8798.61103%
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