LCMIX
Price
$47.98
Change
-$0.06 (-0.12%)
Updated
Oct 17 closing price
Net Assets
302.84M
PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
Updated
Oct 17 closing price
Net Assets
31.93B
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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$47.98
Change-$0.06 (-0.12%)
VolumeN/A
Net Assets302.84M
Principal MidCap R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.93B
LCMIX vs PMBPX Comparison Chart in %
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LCMIX vs. PMBPX commentary
Oct 19, 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 Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.9B vs. LCMIX (303M). 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 : 11.74 vs. PMBPX (-2.88). PMBPX return over 5 years is better than : 36.06 vs. LCMIX (24.95).
LCMIXPMBPXLCMIX / PMBPX
Total Expense Ratio0.750.8390%
Annual Report Gross Expense Ratio0.870.83105%
Fund Existence12 years25 years-
Gain YTD6.4802.301282%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets303M31.9B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year11.74-2.88-408%
Returns for 3 years67.6449.26137%
Returns for 5 years24.9536.0669%
Returns for 10 years103.39102.57101%
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