PMBCX
Price
$37.45
Change
+$0.37 (+1.00%)
Updated
Sep 4 closing price
Net Assets
33.13B
SHRAX
Price
$110.65
Change
+$0.83 (+0.76%)
Updated
Sep 5 closing price
Net Assets
4.43B
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PMBCX vs SHRAX

Header iconPMBCX vs SHRAX Comparison
Open Charts PMBCX vs SHRAXBanner chart's image
Principal MidCap C
Price$37.45
Change+$0.37 (+1.00%)
VolumeN/A
Net Assets33.13B
ClearBridge Growth A
Price$110.65
Change+$0.83 (+0.76%)
VolumeN/A
Net Assets4.43B
PMBCX vs SHRAX Comparison Chart in %
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PMBCX vs. SHRAX commentary
Sep 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 PMBCX is a Buy and SHRAX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 33.1B vs. SHRAX (4.43B). PMBCX (0.00) and SHRAX (0.00) have matching dividends . PMBCX was incepted earlier than SHRAX: PMBCX (19 years) vs SHRAX (42 years). PMBCX (1.75) is less costly to investors than SHRAX (1.14). SHRAX is a more actively managed with annual turnover of: 22.00 vs. PMBCX (10.50). PMBCX (1000) and SHRAX (1000) have matching initial minimum investment requirements. PMBCX annual gain was more profitable for investors over the last year : 7.77 vs. SHRAX (3.43). PMBCX return over 5 years is better than : 36.68 vs. SHRAX (-36.40).
PMBCXSHRAXPMBCX / SHRAX
Total Expense Ratio1.751.14154%
Annual Report Gross Expense Ratio1.751.14154%
Fund Existence19 years42 years-
Gain YTD6.69512.92052%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets33.1B4.43B747%
Annual Yield % from dividends0.000.00-
Returns for 1 year7.773.43226%
Returns for 3 years39.95-2.40-1,666%
Returns for 5 years36.68-36.40-101%
Returns for 10 years82.33-43.53-189%
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