LKSMX
Price
$11.76
Change
+$0.14 (+1.20%)
Updated
Jul 3 closing price
Net Assets
41.38M
PMAQX
Price
$47.82
Change
+$0.49 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$11.76
Change+$0.14 (+1.20%)
VolumeN/A
Net Assets41.38M
Principal MidCap R6
Price$47.82
Change+$0.49 (+1.04%)
VolumeN/A
Net Assets32.28B
LKSMX vs PMAQX Comparison Chart in %
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LKSMX vs. PMAQX commentary
Jul 07, 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: 32.3B vs. LKSMX (41.4M). 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). LKSMX annual gain was more profitable for investors over the last year : 18.91 vs. PMAQX (15.77). PMAQX return over 5 years is better than : 62.17 vs. LKSMX (29.66).
LKSMXPMAQXLKSMX / PMAQX
Total Expense Ratio1.010.59171%
Annual Report Gross Expense Ratio1.410.59239%
Fund Existence14 years9 years-
Gain YTD2.6187.14837%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets41.4M32.3B0%
Annual Yield % from dividends0.000.19-
Returns for 1 year18.9115.77120%
Returns for 3 years35.6453.8066%
Returns for 5 years29.6662.1748%
Returns for 10 years-10.43N/A-
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