LCMRX
Price
$43.31
Change
-$0.12 (-0.28%)
Updated
Sep 17 closing price
Net Assets
308.82M
PMBMX
Price
$43.48
Change
-$0.11 (-0.25%)
Updated
Sep 17 closing price
Net Assets
33.2B
Interact to see
Advertisement

LCMRX vs PMBMX

Header iconLCMRX vs PMBMX Comparison
Open Charts LCMRX vs PMBMXBanner chart's image
ClearBridge Mid Cap Growth R
Price$43.31
Change-$0.12 (-0.28%)
VolumeN/A
Net Assets308.82M
Principal MidCap R3
Price$43.48
Change-$0.11 (-0.25%)
VolumeN/A
Net Assets33.2B
LCMRX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
LCMRX vs. PMBMX commentary
Sep 18, 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 LCMRX is a Buy and PMBMX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. LCMRX (309M). PMBMX pays higher dividends than LCMRX: PMBMX (0.02) vs LCMRX (0.00). LCMRX was incepted earlier than PMBMX: LCMRX (12 years) vs PMBMX (25 years). LCMRX (1.57) is less costly to investors than PMBMX (1.14). LCMRX is a more actively managed with annual turnover of: 23.00 vs. PMBMX (10.50). LCMRX (0) and PMBMX (0) have matching initial minimum investment requirements. LCMRX annual gain was more profitable for investors over the last year : 18.47 vs. PMBMX (5.52). PMBMX return over 5 years is better than : 44.99 vs. LCMRX (34.29).
LCMRXPMBMXLCMRX / PMBMX
Total Expense Ratio1.451.14127%
Annual Report Gross Expense Ratio1.571.14138%
Fund Existence12 years25 years-
Gain YTD7.5006.707112%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets309M33.2B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year18.475.52335%
Returns for 3 years55.6645.87121%
Returns for 5 years34.2944.9976%
Returns for 10 years88.91104.1285%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
APITX14.00N/A
N/A
Yorktown Growth L
FWIFX39.35N/A
N/A
Fidelity Advisor Worldwide I
ISPVX20.58N/A
N/A
Macquarie Smid Cap Core Fund R6
SPMGX8.14N/A
N/A
Invesco SteelPath MLP Alpha R
CNGAX72.64-0.51
-0.70%
American Funds New Economy 529A