PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
SHRAX
Price
$112.72
Change
+$0.09 (+0.08%)
Updated
Oct 17 closing price
Net Assets
4.49B
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PMBJX vs SHRAX

Header iconPMBJX vs SHRAX Comparison
Open Charts PMBJX vs SHRAXBanner chart's image
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
ClearBridge Growth A
Price$112.72
Change+$0.09 (+0.08%)
VolumeN/A
Net Assets4.49B
PMBJX vs SHRAX Comparison Chart in %
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PMBJX vs. SHRAX commentary
Oct 18, 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: 31.8B vs. SHRAX (4.49B). 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 (-3.13) and SHRAX (-3.18) have marching annual gain over last year. PMBJX return over 5 years is better than : 34.33 vs. SHRAX (-36.97).
PMBJXSHRAXPMBJX / SHRAX
Total Expense Ratio0.781.1468%
Annual Report Gross Expense Ratio0.781.1468%
Fund Existence25 years42 years-
Gain YTD1.81314.94012%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B4.49B708%
Annual Yield % from dividends0.060.00-
Returns for 1 year-3.13-3.1899%
Returns for 3 years50.422.801,801%
Returns for 5 years34.33-36.97-93%
Returns for 10 years97.85-42.31-231%
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