PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
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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PMBPX vs SHRAX

Header iconPMBPX vs SHRAX Comparison
Open Charts PMBPX vs SHRAXBanner chart's image
Principal MidCap R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.76B
ClearBridge Growth A
Price$112.72
Change+$0.09 (+0.08%)
VolumeN/A
Net Assets4.49B
PMBPX vs SHRAX Comparison Chart in %
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PMBPX 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 PMBPX is a Hold and SHRAX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. SHRAX (4.49B). PMBPX pays higher dividends than SHRAX: PMBPX (0.01) vs SHRAX (0.00). PMBPX was incepted earlier than SHRAX: PMBPX (25 years) vs SHRAX (42 years). SHRAX (1.14) is less costly to investors than PMBPX (0.83). SHRAX is a more actively managed with annual turnover of: 22.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than SHRAX: PMBPX (0) vs SHRAX (1000). PMBPX annual gain was more profitable for investors over the last year : -2.97 vs. SHRAX (-3.18). PMBPX return over 5 years is better than : 35.41 vs. SHRAX (-36.97).
PMBPXSHRAXPMBPX / SHRAX
Total Expense Ratio0.831.1473%
Annual Report Gross Expense Ratio0.831.1473%
Fund Existence25 years42 years-
Gain YTD1.81814.94012%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B4.49B708%
Annual Yield % from dividends0.010.00-
Returns for 1 year-2.97-3.1894%
Returns for 3 years51.042.801,824%
Returns for 5 years35.41-36.97-96%
Returns for 10 years101.80-42.31-241%
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