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LKSMX vs PEMGX
LKSMX vs PEMGX Comparison
Open Charts LKSMX vs PEMGX
LKCM Small-Mid Cap Equity Institutional
Price$11.63
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets41.95M
LKSMX vs PEMGX Comparison Chart in %
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LKSMX vs. PEMGX commentary
Oct 19, 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: 31.8B vs. LKSMX (42M). LKSMX (0.00) and PEMGX (0.00) have matching dividends . LKSMX was incepted earlier than PEMGX: LKSMX (14 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 : 4.40 vs. PEMGX (-3.03). PEMGX return over 5 years is better than : 35.03 vs. LKSMX (11.72).
| LKSMX | PEMGX | LKSMX / PEMGX | |
| Total Expense Ratio | 1.01 | 0.91 | 111% |
| Annual Report Gross Expense Ratio | 1.41 | 0.91 | 155% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 1.483 | 2.206 | 67% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42M | 31.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.40 | -3.03 | -145% |
| Returns for 3 years | 32.46 | 48.57 | 67% |
| Returns for 5 years | 11.72 | 35.03 | 33% |
| Returns for 10 years | -4.20 | 99.18 | -4% |