PMBJX
Price
$43.69
Change
-$0.13 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
SAGCX
Price
$36.78
Change
+$0.28 (+0.77%)
Updated
Sep 5 closing price
Net Assets
4.46B
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PMBJX vs SAGCX

Header iconPMBJX vs SAGCX Comparison
Open Charts PMBJX vs SAGCXBanner chart's image
Principal MidCap J
Price$43.69
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets33.05B
ClearBridge Growth C
Price$36.78
Change+$0.28 (+0.77%)
VolumeN/A
Net Assets4.46B
PMBJX vs SAGCX Comparison Chart in %
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PMBJX vs. SAGCX commentary
Sep 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 PMBJX is a Buy and SAGCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33B vs. SAGCX (4.46B). PMBJX pays higher dividends than SAGCX: PMBJX (0.06) vs SAGCX (0.00). PMBJX was incepted earlier than SAGCX: PMBJX (25 years) vs SAGCX (32 years). SAGCX (1.85) is less costly to investors than PMBJX (0.78). SAGCX is a more actively managed with annual turnover of: 22.00 vs. PMBJX (10.50). PMBJX (1000) and SAGCX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : 9.02 vs. SAGCX (-22.57). PMBJX return over 5 years is better than : 46.26 vs. SAGCX (-71.12).
PMBJXSAGCXPMBJX / SAGCX
Total Expense Ratio0.781.8542%
Annual Report Gross Expense Ratio0.781.8542%
Fund Existence25 years32 years-
Gain YTD7.05712.37457%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets33B4.46B739%
Annual Yield % from dividends0.060.00-
Returns for 1 year9.02-22.57-40%
Returns for 3 years45.53-44.17-103%
Returns for 5 years46.26-71.12-65%
Returns for 10 years107.65-77.81-138%
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