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LKSMX vs PCBIX
LKSMX vs PCBIX Comparison
Open Charts LKSMX vs PCBIX
LKCM Small-Mid Cap Equity Institutional
Price$11.74
Change-$0.12 (-1.01%)
VolumeN/A
Net Assets44.9M
Principal MidCap Institutional
Price$41.56
Change-$4.83 (-10.41%)
VolumeN/A
Net Assets29.47B
LKSMX vs PCBIX Comparison Chart in %
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LKSMX vs. PCBIX commentary
Feb 04, 2026
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 LKSMX is a Hold and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 29.5B vs. LKSMX (44.9M). LKSMX (0.00) and PCBIX (0.00) have matching dividends . LKSMX was incepted earlier than PCBIX: LKSMX (15 years) vs PCBIX (25 years). LKSMX (1.41) is less costly to investors than PCBIX (0.67). LKSMX is a more actively managed with annual turnover of: 31.00 vs. PCBIX (13.70). PCBIX has a lower initial minimum investment than LKSMX: PCBIX (0) vs LKSMX (2000). LKSMX annual gain was more profitable for investors over the last year : -0.84 vs. PCBIX (-10.93). PCBIX return over 5 years is better than : 14.21 vs. LKSMX (-4.24).
| LKSMX | PCBIX | LKSMX / PCBIX | |
| Total Expense Ratio | 1.01 | 0.67 | 151% |
| Annual Report Gross Expense Ratio | 1.41 | 0.67 | 210% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 3.436 | -2.920 | -118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.9M | 29.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.84 | -10.93 | 8% |
| Returns for 3 years | 30.16 | 21.90 | 138% |
| Returns for 5 years | -4.24 | 14.21 | -30% |
| Returns for 10 years | 20.78 | 124.71 | 17% |
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