LBGIX
Price
$48.09
Change
+$0.16 (+0.33%)
Updated
Sep 5 closing price
Net Assets
305.42M
PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
Interact to see
Advertisement

LBGIX vs PMBPX

Header iconLBGIX vs PMBPX Comparison
Open Charts LBGIX vs PMBPXBanner chart's image
ClearBridge Mid Cap Growth I
Price$48.09
Change+$0.16 (+0.33%)
VolumeN/A
Net Assets305.42M
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.13B
LBGIX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
LBGIX vs. PMBPX commentary
Sep 06, 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 StrongBuy and PMBPX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.1B vs. LBGIX (305M). PMBPX pays higher dividends than LBGIX: PMBPX (0.01) vs LBGIX (0.00). LBGIX was incepted earlier than PMBPX: LBGIX (15 years) vs PMBPX (25 years). LBGIX (0.99) is less costly to investors than PMBPX (0.83). LBGIX is a more actively managed with annual turnover of: 23.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than LBGIX: PMBPX (0) vs LBGIX (1000000). LBGIX annual gain was more profitable for investors over the last year : 23.09 vs. PMBPX (9.49). PMBPX return over 5 years is better than : 47.83 vs. LBGIX (37.69).
LBGIXPMBPXLBGIX / PMBPX
Total Expense Ratio0.850.83102%
Annual Report Gross Expense Ratio0.990.83119%
Fund Existence15 years25 years-
Gain YTD7.1307.34097%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets305M33.1B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year23.099.49243%
Returns for 3 years56.3346.48121%
Returns for 5 years37.6947.8379%
Returns for 10 years103.61112.2692%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
TMAT25.620.42
+1.67%
Main Thematic Innovation ETF
MEM34.010.43
+1.29%
Matthews Emerging Markets Eq Actv ETF
DFSI40.550.25
+0.62%
Dimensional International Sstby Cr 1 ETF
SHY82.920.12
+0.14%
iShares 1-3 Year Treasury Bond ETF
LFBB168.56N/A
N/A
LifeX 2063 Longevity Income ETF