LKSMX
Price
$11.63
Change
+$0.04 (+0.35%)
Updated
Oct 17 closing price
Net Assets
41.95M
PMAQX
Price
$45.72
Change
+$0.21 (+0.46%)
Updated
Oct 17 closing price
Net Assets
31.76B
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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$11.63
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets41.95M
Principal MidCap R6
Price$45.72
Change+$0.21 (+0.46%)
VolumeN/A
Net Assets31.76B
LKSMX vs PMAQX Comparison Chart in %
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LKSMX vs. PMAQX 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 PMAQX is a Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 31.8B vs. LKSMX (42M). 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 : 4.40 vs. PMAQX (-2.59). PMAQX return over 5 years is better than : 38.23 vs. LKSMX (11.72).
LKSMXPMAQXLKSMX / PMAQX
Total Expense Ratio1.010.59171%
Annual Report Gross Expense Ratio1.410.59239%
Fund Existence14 years9 years-
Gain YTD1.4832.44261%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets42M31.8B0%
Annual Yield % from dividends0.000.19-
Returns for 1 year4.40-2.59-170%
Returns for 3 years32.4650.6264%
Returns for 5 years11.7238.2331%
Returns for 10 years-4.20N/A-
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