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LKSMX vs PEMGX
LKSMX vs PEMGX Comparison
Open Charts LKSMX vs PEMGX
LKCM Small-Mid Cap Equity Institutional
Price$11.74
Change-$0.18 (-1.51%)
VolumeN/A
Net Assets42.56M
LKSMX vs PEMGX Comparison Chart in %
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LKSMX vs. PEMGX 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 PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. LKSMX (42.6M). LKSMX (0.00) and PEMGX (0.00) have matching dividends . LKSMX was incepted earlier than PEMGX: LKSMX (15 years) vs PEMGX (20 years). LKSMX (1.41) is less costly to investors than PEMGX (0.91). LKSMX is a more actively managed with annual turnover of: 31.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than LKSMX: PEMGX (1000) vs LKSMX (2000). LKSMX annual gain was more profitable for investors over the last year : -2.41 vs. PEMGX (-6.81). PEMGX return over 5 years is better than : 28.44 vs. LKSMX (9.62).
| LKSMX | PEMGX | LKSMX / PEMGX | |
| Total Expense Ratio | 1.01 | 0.91 | 111% |
| Annual Report Gross Expense Ratio | 1.41 | 0.91 | 155% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 2.443 | 1.197 | 204% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.6M | 32B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.41 | -6.81 | 35% |
| Returns for 3 years | 29.72 | 34.36 | 87% |
| Returns for 5 years | 9.62 | 28.44 | 34% |
| Returns for 10 years | -3.69 | 98.03 | -4% |
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