LCBSX
Price
$52.62
Change
-$0.07 (-0.13%)
Updated
Jun 18 closing price
Net Assets
3.37B
PMBPX
Price
$44.40
Change
+$0.07 (+0.16%)
Updated
Jun 18 closing price
Net Assets
30.46B
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LCBSX vs PMBPX

Header iconLCBSX vs PMBPX Comparison
Open Charts LCBSX vs PMBPXBanner chart's image
ClearBridge Select FI
Price$52.62
Change-$0.07 (-0.13%)
VolumeN/A
Net Assets3.37B
Principal MidCap R5
Price$44.40
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets30.46B
LCBSX vs PMBPX Comparison Chart in %
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LCBSX vs. PMBPX commentary
Jun 20, 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 LCBSX is a Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.5B vs. LCBSX (3.37B). PMBPX pays higher dividends than LCBSX: PMBPX (0.01) vs LCBSX (0.00). LCBSX was incepted earlier than PMBPX: LCBSX (13 years) vs PMBPX (25 years). LCBSX (1.37) is less costly to investors than PMBPX (0.83). LCBSX is a more actively managed with annual turnover of: 17.00 vs. PMBPX (10.50). LCBSX (0) and PMBPX (0) have matching initial minimum investment requirements. LCBSX annual gain was more profitable for investors over the last year : 11.61 vs. PMBPX (9.20). LCBSX (53.66) and PMBPX (51.93) have equivalent 5 years return.
LCBSXPMBPXLCBSX / PMBPX
Total Expense Ratio1.370.83165%
Annual Report Gross Expense Ratio1.370.83165%
Fund Existence13 years25 years-
Gain YTD-2.0092.002-100%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets3.37B30.5B11%
Annual Yield % from dividends0.000.01-
Returns for 1 year11.619.20126%
Returns for 3 years55.9352.30107%
Returns for 5 years53.6651.93103%
Returns for 10 years219.5391.16241%
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