LKSMX
Price
$12.13
Change
-$0.10 (-0.82%)
Updated
Dec 15 closing price
Net Assets
43.92M
PMAQX
Price
$43.20
Change
-$0.06 (-0.14%)
Updated
Dec 15 closing price
Net Assets
30.94B
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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$12.13
Change-$0.10 (-0.82%)
VolumeN/A
Net Assets43.92M
Principal MidCap R6
Price$43.20
Change-$0.06 (-0.14%)
VolumeN/A
Net Assets30.94B
LKSMX vs PMAQX Comparison Chart in %
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LKSMX vs. PMAQX commentary
Dec 16, 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 StrongBuy and PMAQX is a Hold.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 30.9B vs. LKSMX (43.9M). PMAQX pays higher dividends than LKSMX: PMAQX (0.19) 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 : 1.17 vs. PMAQX (-7.31). PMAQX return over 5 years is better than : 22.21 vs. LKSMX (4.03).
LKSMXPMAQXLKSMX / PMAQX
Total Expense Ratio1.010.59171%
Annual Report Gross Expense Ratio1.410.59239%
Fund Existence15 years9 years-
Gain YTD5.846-3.204-182%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets43.9M30.9B0%
Annual Yield % from dividends0.000.19-
Returns for 1 year1.17-7.31-16%
Returns for 3 years41.7138.90107%
Returns for 5 years4.0322.2118%
Returns for 10 years2.88N/A-
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