LCMIX
Price
$48.04
Change
+$0.40 (+0.84%)
Updated
Jul 25 closing price
Net Assets
290.51M
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$48.04
Change+$0.40 (+0.84%)
VolumeN/A
Net Assets290.51M
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
LCMIX vs PMBPX Comparison Chart in %
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LCMIX vs. PMBPX commentary
Jul 27, 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: 33.2B vs. LCMIX (291M). 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 : 25.04 vs. PMBPX (13.61). PMBPX return over 5 years is better than : 56.25 vs. LCMIX (45.27).
LCMIXPMBPXLCMIX / PMBPX
Total Expense Ratio0.750.8390%
Annual Report Gross Expense Ratio0.870.83105%
Fund Existence12 years25 years-
Gain YTD6.6138.60677%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets291M33.2B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year25.0413.61184%
Returns for 3 years56.1849.38114%
Returns for 5 years45.2756.2580%
Returns for 10 years96.56107.2790%
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