LCMRX
Price
$43.00
Change
-$0.35 (-0.81%)
Updated
Oct 7 closing price
Net Assets
307.23M
PMBPX
Price
$45.52
Change
-$0.32 (-0.70%)
Updated
Oct 7 closing price
Net Assets
33.08B
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LCMRX vs PMBPX

Header iconLCMRX vs PMBPX Comparison
Open Charts LCMRX vs PMBPXBanner chart's image
ClearBridge Mid Cap Growth R
Price$43.00
Change-$0.35 (-0.81%)
VolumeN/A
Net Assets307.23M
Principal MidCap R5
Price$45.52
Change-$0.32 (-0.70%)
VolumeN/A
Net Assets33.08B
LCMRX vs PMBPX Comparison Chart in %
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LCMRX vs. PMBPX commentary
Oct 08, 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.1B vs. LCMRX (307M). PMBPX pays higher dividends than LCMRX: PMBPX (0.01) vs LCMRX (0.00). LCMRX was incepted earlier than PMBPX: LCMRX (12 years) vs PMBPX (25 years). LCMRX (1.57) is less costly to investors than PMBPX (0.83). LCMRX is a more actively managed with annual turnover of: 23.00 vs. PMBPX (10.50). LCMRX (0) and PMBPX (0) have matching initial minimum investment requirements. LCMRX annual gain was more profitable for investors over the last year : 15.72 vs. PMBPX (4.31). PMBPX return over 5 years is better than : 40.37 vs. LCMRX (23.01).
LCMRXPMBPXLCMRX / PMBPX
Total Expense Ratio1.450.83175%
Annual Report Gross Expense Ratio1.570.83189%
Fund Existence12 years25 years-
Gain YTD7.3025.476133%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets307M33.1B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year15.724.31365%
Returns for 3 years63.8954.83117%
Returns for 5 years23.0140.3757%
Returns for 10 years87.99109.4380%
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