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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-$0.18 (-1.51%)
VolumeN/A
Net Assets42.56M
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
LKSMX vs PCBIX Comparison Chart in %
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LKSMX vs. PCBIX commentary
Nov 14, 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 Hold and PCBIX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. LKSMX (42.6M). 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 : -0.25 vs. PCBIX (-4.65). PCBIX return over 5 years is better than : 33.05 vs. LKSMX (11.30).
| 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 | 4.014 | 3.029 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.6M | 32B | 0% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | -0.25 | -4.65 | 5% |
| Returns for 3 years | 30.27 | 35.68 | 85% |
| Returns for 5 years | 11.30 | 33.05 | 34% |
| Returns for 10 years | -0.91 | 111.81 | -1% |
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