LKSMX
Price
$11.74
Change
-$0.18 (-1.51%)
Updated
Nov 13 closing price
Net Assets
42.56M
PMAQX
Price
$45.29
Change
-$0.72 (-1.56%)
Updated
Nov 13 closing price
Net Assets
31.99B
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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$11.74
Change-$0.18 (-1.51%)
VolumeN/A
Net Assets42.56M
Principal MidCap R6
Price$45.29
Change-$0.72 (-1.56%)
VolumeN/A
Net Assets31.99B
LKSMX vs PMAQX Comparison Chart in %
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LKSMX vs. PMAQX 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 PMAQX is a Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 32B vs. LKSMX (42.6M). PMAQX pays higher dividends than LKSMX: PMAQX (0.20) vs LKSMX (0.00). LKSMX was incepted earlier than PMAQX: LKSMX (15 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 : -2.41 vs. PMAQX (-6.35). PMAQX return over 5 years is better than : 31.53 vs. LKSMX (9.62).
LKSMXPMAQXLKSMX / PMAQX
Total Expense Ratio1.010.59171%
Annual Report Gross Expense Ratio1.410.59239%
Fund Existence15 years9 years-
Gain YTD2.4431.479165%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets42.6M32B0%
Annual Yield % from dividends0.000.20-
Returns for 1 year-2.41-6.3538%
Returns for 3 years29.7236.2382%
Returns for 5 years9.6231.5330%
Returns for 10 years-3.69N/A-
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