PMBJX
Price
$40.58
Change
-$0.00 (-0.00%)
Updated
Nov 18 closing price
Net Assets
30.87B
SHRAX
Price
$107.93
Change
-$0.25 (-0.23%)
Updated
Nov 18 closing price
Net Assets
4.27B
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PMBJX vs SHRAX

Header iconPMBJX vs SHRAX Comparison
Open Charts PMBJX vs SHRAXBanner chart's image
Principal MidCap J
Price$40.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets30.87B
ClearBridge Growth A
Price$107.93
Change-$0.25 (-0.23%)
VolumeN/A
Net Assets4.27B
PMBJX vs SHRAX Comparison Chart in %
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PMBJX vs. SHRAX commentary
Nov 20, 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 Hold and SHRAX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. SHRAX (4.28B). 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: 26.00 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 : -6.53 vs. SHRAX (-8.23). PMBJX return over 5 years is better than : 24.63 vs. SHRAX (-42.45).
PMBJXSHRAXPMBJX / SHRAX
Total Expense Ratio0.781.1468%
Annual Report Gross Expense Ratio0.781.1468%
Fund Existence25 years42 years-
Gain YTD-0.56410.399-5%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B4.28B723%
Annual Yield % from dividends0.060.00-
Returns for 1 year-6.53-8.2379%
Returns for 3 years32.39-6.50-498%
Returns for 5 years24.63-42.45-58%
Returns for 10 years89.12-44.88-199%
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