LCMRX
Price
$40.85
Change
+$0.43 (+1.06%)
Updated
Jun 23 closing price
Net Assets
273.66M
PMBPX
Price
$45.09
Change
+$0.54 (+1.21%)
Updated
Jun 23 closing price
Net Assets
30.62B
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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$40.85
Change+$0.43 (+1.06%)
VolumeN/A
Net Assets273.66M
Principal MidCap R5
Price$45.09
Change+$0.54 (+1.21%)
VolumeN/A
Net Assets30.62B
LCMRX vs PMBPX Comparison Chart in %
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LCMRX vs. PMBPX commentary
Jun 24, 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 StrongBuy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. LCMRX (274M). 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 : 14.96 vs. PMBPX (9.93). PMBPX return over 5 years is better than : 56.99 vs. LCMRX (37.76).
LCMRXPMBPXLCMRX / PMBPX
Total Expense Ratio1.450.83175%
Annual Report Gross Expense Ratio1.570.83189%
Fund Existence12 years25 years-
Gain YTD0.0492.5082%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets274M30.6B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year14.969.93151%
Returns for 3 years43.2843.9598%
Returns for 5 years37.7656.9966%
Returns for 10 years64.9892.4470%
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