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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-$0.12 (-1.01%)
VolumeN/A
Net Assets44.9M
LKSMX vs PEMGX Comparison Chart in %
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LKSMX vs. PEMGX commentary
Feb 04, 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 PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. LKSMX (44.9M). LKSMX (0.00) and PEMGX (0.00) have matching dividends . LKSMX was incepted earlier than PEMGX: LKSMX (15 years) vs PEMGX (21 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 (13.70). 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 : -0.84 vs. PEMGX (-11.39). PEMGX return over 5 years is better than : 11.73 vs. LKSMX (-4.24).
| 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 | 21 years | - |
| Gain YTD | 3.436 | -2.946 | -117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.9M | 29.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.84 | -11.39 | 7% |
| Returns for 3 years | 30.16 | 20.37 | 148% |
| Returns for 5 years | -4.24 | 11.73 | -36% |
| Returns for 10 years | 20.78 | 115.63 | 18% |
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