LCMIX
Price
$47.32
Change
+$0.07 (+0.15%)
Updated
Aug 15 closing price
Net Assets
285.06M
PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.57B
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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$47.32
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets285.06M
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.57B
LCMIX vs PMBPX Comparison Chart in %
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LCMIX vs. PMBPX commentary
Aug 16, 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: 32.6B vs. LCMIX (285M). 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 : 19.53 vs. PMBPX (9.43). PMBPX return over 5 years is better than : 45.61 vs. LCMIX (35.27).
LCMIXPMBPXLCMIX / PMBPX
Total Expense Ratio0.750.8390%
Annual Report Gross Expense Ratio0.870.83105%
Fund Existence12 years25 years-
Gain YTD4.8606.09880%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets285M32.6B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year19.539.43207%
Returns for 3 years36.6431.12118%
Returns for 5 years35.2745.6177%
Returns for 10 years90.5297.2393%
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