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LKSMX vs PMBCX
LKSMX vs PMBCX Comparison
Open Charts LKSMX vs PMBCX
LKCM Small-Mid Cap Equity Institutional
Price$11.76
Change+$0.14 (+1.20%)
VolumeN/A
Net Assets41.38M
LKSMX vs PMBCX Comparison Chart in %
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LKSMX vs. PMBCX 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 PMBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. LKSMX (41.4M). LKSMX (0.00) and PMBCX (0.00) have matching dividends . LKSMX was incepted earlier than PMBCX: LKSMX (14 years) vs PMBCX (18 years). PMBCX (1.75) is less costly to investors than LKSMX (1.41). LKSMX is a more actively managed with annual turnover of: 31.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than LKSMX: PMBCX (1000) vs LKSMX (2000). LKSMX annual gain was more profitable for investors over the last year : 18.91 vs. PMBCX (13.57). PMBCX return over 5 years is better than : 47.59 vs. LKSMX (29.66).
| LKSMX | PMBCX | LKSMX / PMBCX | |
| Total Expense Ratio | 1.01 | 1.75 | 58% |
| Annual Report Gross Expense Ratio | 1.41 | 1.75 | 81% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 2.618 | 6.553 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4M | 32.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 18.91 | 13.57 | 139% |
| Returns for 3 years | 35.64 | 45.58 | 78% |
| Returns for 5 years | 29.66 | 47.59 | 62% |
| Returns for 10 years | -10.43 | 75.67 | -14% |