LBGIX
Price
$41.13
Change
+$0.30 (+0.73%)
Updated
Apr 25 closing price
Net Assets
249.65M
PMBPX
Price
$42.54
Change
-$0.21 (-0.49%)
Updated
Apr 25 closing price
Net Assets
29.31B
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LBGIX vs PMBPX

Header iconLBGIX vs PMBPX Comparison
Open Charts LBGIX vs PMBPXBanner chart's image
ClearBridge Mid Cap Growth I
Price$41.13
Change+$0.30 (+0.73%)
VolumeN/A
Net Assets249.65M
Principal MidCap R5
Price$42.54
Change-$0.21 (-0.49%)
VolumeN/A
Net Assets29.31B
LBGIX vs PMBPX Comparison Chart
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LBGIX vs. PMBPX commentary
Apr 26, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.3B vs. LBGIX (250M). PMBPX pays higher dividends than LBGIX: PMBPX (0.01) vs LBGIX (0.00). LBGIX was incepted earlier than PMBPX: LBGIX (15 years) vs PMBPX (24 years). LBGIX (1.01) is less costly to investors than PMBPX (0.84). 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). PMBPX annual gain was more profitable for investors over the last year : 8.57 vs. LBGIX (6.86). PMBPX return over 5 years is better than : 70.47 vs. LBGIX (53.21).
LBGIXPMBPXLBGIX / PMBPX
Total Expense Ratio0.860.84102%
Annual Report Gross Expense Ratio1.010.84120%
Fund Existence15 years24 years-
Gain YTD-8.739-1.634535%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets250M29.3B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year6.868.5780%
Returns for 3 years22.2826.9883%
Returns for 5 years53.2170.4776%
Returns for 10 years65.5784.9077%
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