LBGIX
Price
$48.25
Change
-$0.06 (-0.12%)
Updated
Oct 3 closing price
Net Assets
307.38M
PMBPX
Price
$45.97
Change
+$0.33 (+0.72%)
Updated
Oct 3 closing price
Net Assets
33.17B
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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$48.25
Change-$0.06 (-0.12%)
VolumeN/A
Net Assets307.38M
Principal MidCap R5
Price$45.97
Change+$0.33 (+0.72%)
VolumeN/A
Net Assets33.17B
LBGIX vs PMBPX Comparison Chart in %
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LBGIX vs. PMBPX commentary
Oct 07, 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: 33.2B vs. LBGIX (307M). 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 : 16.86 vs. PMBPX (3.92). PMBPX return over 5 years is better than : 45.53 vs. LBGIX (33.77).
LBGIXPMBPXLBGIX / PMBPX
Total Expense Ratio0.850.83102%
Annual Report Gross Expense Ratio0.990.83119%
Fund Existence15 years25 years-
Gain YTD7.8455.775136%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets307M33.2B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year16.863.92430%
Returns for 3 years60.3048.64124%
Returns for 5 years33.7745.5374%
Returns for 10 years111.34114.6097%
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