LCMIX
Price
$43.70
Change
+$0.76 (+1.77%)
Updated
May 8 closing price
Net Assets
260.18M
PMBPX
Price
$44.27
Change
+$0.36 (+0.82%)
Updated
May 8 closing price
Net Assets
30.17B
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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$43.70
Change+$0.76 (+1.77%)
VolumeN/A
Net Assets260.18M
Principal MidCap R5
Price$44.27
Change+$0.36 (+0.82%)
VolumeN/A
Net Assets30.17B
LCMIX vs PMBPX Comparison Chart
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LCMIX vs. PMBPX commentary
May 09, 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 Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.2B vs. LCMIX (260M). PMBPX pays higher dividends than LCMIX: PMBPX (0.01) vs LCMIX (0.00). LCMIX was incepted earlier than PMBPX: LCMIX (12 years) vs PMBPX (24 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 (9.35) and PMBPX (8.97) have marching annual gain over last year. PMBPX return over 5 years is better than : 64.72 vs. LCMIX (48.12).
LCMIXPMBPXLCMIX / PMBPX
Total Expense Ratio0.750.8390%
Annual Report Gross Expense Ratio0.870.83105%
Fund Existence12 years24 years-
Gain YTD-4.7051.035-454%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets260M30.2B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year9.358.97104%
Returns for 3 years42.6141.38103%
Returns for 5 years48.1264.7274%
Returns for 10 years74.7790.9882%
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