LCMIX
Price
$48.47
Change
+$0.16 (+0.33%)
Updated
Sep 5 closing price
Net Assets
306.43M
PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
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LCMIX vs PMBPX

Header iconLCMIX vs PMBPX Comparison
Open Charts LCMIX vs PMBPXBanner chart's image
ClearBridge Mid Cap Growth IS
Price$48.47
Change+$0.16 (+0.33%)
VolumeN/A
Net Assets306.43M
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.05B
LCMIX vs PMBPX Comparison Chart in %
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LCMIX vs. PMBPX commentary
Sep 08, 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 LCMIX is a StrongBuy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. LCMIX (306M). PMBPX pays higher dividends than LCMIX: PMBPX (0.01) vs LCMIX (0.00). LCMIX was incepted earlier than PMBPX: LCMIX (12 years) vs PMBPX (25 years). LCMIX (0.87) and PMBPX (0.83) have similar cost to investors . LCMIX is a more actively managed with annual turnover of: 23.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than LCMIX: PMBPX (0) vs LCMIX (1000000). LCMIX annual gain was more profitable for investors over the last year : 23.62 vs. PMBPX (9.16). PMBPX return over 5 years is better than : 47.38 vs. LCMIX (38.84).
LCMIXPMBPXLCMIX / PMBPX
Total Expense Ratio0.750.8390%
Annual Report Gross Expense Ratio0.870.83105%
Fund Existence12 years25 years-
Gain YTD7.5687.018108%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets306M33B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year23.629.16258%
Returns for 3 years57.3246.04124%
Returns for 5 years38.8447.3882%
Returns for 10 years105.82111.6395%
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