LCSSX
Price
$58.96
Change
+$0.56 (+0.96%)
Updated
Aug 6 closing price
Net Assets
3.52B
PMBPX
Price
$46.01
Change
-$0.71 (-1.52%)
Updated
Aug 5 closing price
Net Assets
32.4B
Interact to see
Advertisement

LCSSX vs PMBPX

Header iconLCSSX vs PMBPX Comparison
Open Charts LCSSX vs PMBPXBanner chart's image
ClearBridge Select IS
Price$58.96
Change+$0.56 (+0.96%)
VolumeN/A
Net Assets3.52B
Principal MidCap R5
Price$46.01
Change-$0.71 (-1.52%)
VolumeN/A
Net Assets32.4B
LCSSX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
LCSSX vs. PMBPX commentary
Aug 07, 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 LCSSX is a Hold and PMBPX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.4B vs. LCSSX (3.52B). PMBPX pays higher dividends than LCSSX: PMBPX (0.01) vs LCSSX (0.00). LCSSX was incepted earlier than PMBPX: LCSSX (13 years) vs PMBPX (25 years). LCSSX (0.98) is less costly to investors than PMBPX (0.83). LCSSX is a more actively managed with annual turnover of: 17.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than LCSSX: PMBPX (0) vs LCSSX (1000000). LCSSX annual gain was more profitable for investors over the last year : 23.65 vs. PMBPX (15.82). PMBPX return over 5 years is better than : 48.80 vs. LCSSX (46.04).
LCSSXPMBPXLCSSX / PMBPX
Total Expense Ratio0.980.83118%
Annual Report Gross Expense Ratio0.980.83118%
Fund Existence13 years25 years-
Gain YTD3.6207.50148%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.52B32.4B11%
Annual Yield % from dividends0.000.01-
Returns for 1 year23.6515.82149%
Returns for 3 years43.2838.61112%
Returns for 5 years46.0448.8094%
Returns for 10 years265.46102.94258%
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 %
LCMMX77.57N/A
N/A
ClearBridge Large Cap Growth O
KSDVX16.65N/A
N/A
Keeley Gabelli Small Cap Dividend A
CEKRX15.22N/A
N/A
Columbia Emerging Markets Inst2
VKSRX20.72N/A
N/A
Virtus KAR Small-Mid Cap Core R6
ILVFX10.40N/A
N/A
Columbia Integrated Large Cap Val Instl