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LKSMX vs PCBIX
LKSMX vs PCBIX Comparison
Open Charts LKSMX vs PCBIX
LKCM Small-Mid Cap Equity Institutional
Price$12.08
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets45.91M
Principal MidCap Institutional
Price$43.95
Change-$0.26 (-0.59%)
VolumeN/A
Net Assets31.55B
LKSMX vs PCBIX Comparison Chart in %
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LKSMX vs. PCBIX commentary
Jan 15, 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: 31.6B vs. LKSMX (45.9M). 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 (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 : 6.44 vs. PCBIX (0.34). PCBIX return over 5 years is better than : 22.52 vs. LKSMX (1.09).
| 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 | 6.344 | 2.663 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.9M | 31.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.44 | 0.34 | 1,880% |
| Returns for 3 years | 43.35 | 32.76 | 132% |
| Returns for 5 years | 1.09 | 22.52 | 5% |
| Returns for 10 years | 19.74 | 136.75 | 14% |
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