LBGIX
Price
$48.16
Change
-$0.13 (-0.27%)
Updated
Sep 17 closing price
Net Assets
308.82M
PMBMX
Price
$43.48
Change
-$0.11 (-0.25%)
Updated
Sep 17 closing price
Net Assets
33.2B
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LBGIX vs PMBMX

Header iconLBGIX vs PMBMX Comparison
Open Charts LBGIX vs PMBMXBanner chart's image
ClearBridge Mid Cap Growth I
Price$48.16
Change-$0.13 (-0.27%)
VolumeN/A
Net Assets308.82M
Principal MidCap R3
Price$43.48
Change-$0.11 (-0.25%)
VolumeN/A
Net Assets33.2B
LBGIX vs PMBMX Comparison Chart in %
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LBGIX vs. PMBMX commentary
Sep 18, 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. LBGIX (309M). PMBMX pays higher dividends than LBGIX: PMBMX (0.02) vs LBGIX (0.00). LBGIX was incepted earlier than PMBMX: LBGIX (15 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than LBGIX (0.99). LBGIX is a more actively managed with annual turnover of: 23.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than LBGIX: PMBMX (0) vs LBGIX (1000000). LBGIX annual gain was more profitable for investors over the last year : 19.21 vs. PMBMX (5.52). PMBMX return over 5 years is better than : 44.99 vs. LBGIX (40.30).
LBGIXPMBMXLBGIX / PMBMX
Total Expense Ratio0.851.1475%
Annual Report Gross Expense Ratio0.991.1487%
Fund Existence15 years25 years-
Gain YTD7.9356.707118%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets309M33.2B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year19.215.52348%
Returns for 3 years58.4345.87127%
Returns for 5 years40.3044.9990%
Returns for 10 years106.10104.12102%
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