PMBMX
Price
$43.62
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
Interact to see
Advertisement

PMBMX vs SHRAX

Header iconPMBMX vs SHRAX Comparison
Open Charts PMBMX vs SHRAXBanner chart's image
Principal MidCap R3
Price$43.62
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
PMBMX vs SHRAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PMBMX 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 PMBMX is a Buy and SHRAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.1B vs. SHRAX (4.43B). PMBMX pays higher dividends than SHRAX: PMBMX (0.02) vs SHRAX (0.00). PMBMX was incepted earlier than SHRAX: PMBMX (25 years) vs SHRAX (42 years). PMBMX (1.14) and SHRAX (1.14) have similar cost to investors . SHRAX is a more actively managed with annual turnover of: 22.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than SHRAX: PMBMX (0) vs SHRAX (1000). PMBMX annual gain was more profitable for investors over the last year : 8.59 vs. SHRAX (3.43). PMBMX return over 5 years is better than : 43.76 vs. SHRAX (-36.40).
PMBMXSHRAXPMBMX / SHRAX
Total Expense Ratio1.141.14100%
Annual Report Gross Expense Ratio1.141.14100%
Fund Existence25 years42 years-
Gain YTD6.78112.92052%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.1B4.43B747%
Annual Yield % from dividends0.020.00-
Returns for 1 year8.593.43250%
Returns for 3 years43.95-2.40-1,833%
Returns for 5 years43.76-36.40-120%
Returns for 10 years101.62-43.53-233%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
DFETX21.590.19
+0.89%
DFA Emerging Markets II
AWPYX22.110.09
+0.41%
AB Sustainable Intl Thematic Advisor
TIBIX31.630.12
+0.38%
Thornburg Investment Income Builder I
OPMCX20.78N/A
N/A
Invesco Main Street Mid Cap C
TSTFX21.28-0.07
-0.33%
Transamerica Stock Index R4