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LKSMX vs PCBIX
LKSMX vs PCBIX Comparison
Open Charts LKSMX vs PCBIX
LKCM Small-Mid Cap Equity Institutional
Price$12.13
Change-$0.10 (-0.82%)
VolumeN/A
Net Assets43.92M
Principal MidCap Institutional
Price$43.11
Change-$0.06 (-0.14%)
VolumeN/A
Net Assets30.89B
LKSMX vs PCBIX Comparison Chart in %
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LKSMX vs. PCBIX commentary
Dec 16, 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 LKSMX is a StrongBuy and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 30.9B vs. LKSMX (43.9M). PCBIX pays higher dividends than LKSMX: PCBIX (0.12) vs LKSMX (0.00). 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 (10.50). 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 : 1.17 vs. PCBIX (-7.39). PCBIX return over 5 years is better than : 21.67 vs. LKSMX (4.03).
| 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 | 5.846 | -3.276 | -178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.9M | 30.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 1.17 | -7.39 | -16% |
| Returns for 3 years | 41.71 | 38.53 | 108% |
| Returns for 5 years | 4.03 | 21.67 | 19% |
| Returns for 10 years | 2.88 | 114.27 | 3% |
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