PMBJX
Price
$43.69
Change
-$0.13 (-0.30%)
Updated
Sep 5 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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PMBJX vs SHRAX

Header iconPMBJX vs SHRAX Comparison
Open Charts PMBJX vs SHRAXBanner chart's image
Principal MidCap J
Price$43.69
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets33.13B
ClearBridge Growth A
Price$110.65
Change+$0.83 (+0.76%)
VolumeN/A
Net Assets4.43B
PMBJX vs SHRAX Comparison Chart in %
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PMBJX 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 PMBJX is a Buy and SHRAX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.1B vs. SHRAX (4.43B). PMBJX pays higher dividends than SHRAX: PMBJX (0.06) vs SHRAX (0.00). PMBJX was incepted earlier than SHRAX: PMBJX (25 years) vs SHRAX (42 years). SHRAX (1.14) is less costly to investors than PMBJX (0.78). SHRAX is a more actively managed with annual turnover of: 22.00 vs. PMBJX (10.50). PMBJX (1000) and SHRAX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : 9.02 vs. SHRAX (3.43). PMBJX return over 5 years is better than : 46.26 vs. SHRAX (-36.40).
PMBJXSHRAXPMBJX / SHRAX
Total Expense Ratio0.781.1468%
Annual Report Gross Expense Ratio0.781.1468%
Fund Existence25 years42 years-
Gain YTD7.05712.92055%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets33.1B4.43B747%
Annual Yield % from dividends0.060.00-
Returns for 1 year9.023.43263%
Returns for 3 years45.53-2.40-1,899%
Returns for 5 years46.26-36.40-127%
Returns for 10 years107.65-43.53-247%
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