LKSMX
Price
$11.77
Change
+$0.07 (+0.60%)
Updated
Jul 25 closing price
Net Assets
41.75M
PMAQX
Price
$48.54
Change
+$0.35 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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LKSMX vs PMAQX

Header iconLKSMX vs PMAQX Comparison
Open Charts LKSMX vs PMAQXBanner chart's image
LKCM Small-Mid Cap Equity Institutional
Price$11.77
Change+$0.07 (+0.60%)
VolumeN/A
Net Assets41.75M
Principal MidCap R6
Price$48.54
Change+$0.35 (+0.73%)
VolumeN/A
Net Assets33.21B
LKSMX vs PMAQX Comparison Chart in %
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LKSMX vs. PMAQX commentary
Jul 27, 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 Buy and PMAQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 33.2B vs. LKSMX (41.8M). PMAQX pays higher dividends than LKSMX: PMAQX (0.19) vs LKSMX (0.00). LKSMX was incepted earlier than PMAQX: LKSMX (14 years) vs PMAQX (9 years). LKSMX (1.41) is less costly to investors than PMAQX (0.59). LKSMX is a more actively managed with annual turnover of: 31.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than LKSMX: PMAQX (0) vs LKSMX (2000). PMAQX (13.98) and LKSMX (13.61) have marching annual gain over last year. PMAQX return over 5 years is better than : 58.81 vs. LKSMX (26.42).
LKSMXPMAQXLKSMX / PMAQX
Total Expense Ratio1.010.59171%
Annual Report Gross Expense Ratio1.410.59239%
Fund Existence14 years9 years-
Gain YTD2.7058.76131%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets41.8M33.2B0%
Annual Yield % from dividends0.000.19-
Returns for 1 year13.6113.9897%
Returns for 3 years31.0750.8461%
Returns for 5 years26.4258.8145%
Returns for 10 years-10.63N/A-
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