LKSMX
Price
$11.76
Change
+$0.14 (+1.20%)
Updated
Jul 3 closing price
Net Assets
41.38M
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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LKSMX vs PMBJX

Header iconLKSMX vs PMBJX Comparison
Open Charts LKSMX vs PMBJXBanner chart's image
LKCM Small-Mid Cap Equity Institutional
Price$11.76
Change+$0.14 (+1.20%)
VolumeN/A
Net Assets41.38M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
LKSMX vs PMBJX Comparison Chart in %
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LKSMX vs. PMBJX 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. LKSMX (41.4M). PMBJX pays higher dividends than LKSMX: PMBJX (0.06) vs LKSMX (0.00). LKSMX was incepted earlier than PMBJX: LKSMX (14 years) vs PMBJX (24 years). LKSMX (1.41) is less costly to investors than PMBJX (0.78). LKSMX is a more actively managed with annual turnover of: 31.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than LKSMX: PMBJX (1000) vs LKSMX (2000). LKSMX annual gain was more profitable for investors over the last year : 18.91 vs. PMBJX (15.26). PMBJX return over 5 years is better than : 58.39 vs. LKSMX (29.66).
LKSMXPMBJXLKSMX / PMBJX
Total Expense Ratio1.010.78129%
Annual Report Gross Expense Ratio1.410.78181%
Fund Existence14 years24 years-
Gain YTD2.6187.05737%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets41.4M32.3B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year18.9115.26124%
Returns for 3 years35.6451.7969%
Returns for 5 years29.6658.3951%
Returns for 10 years-10.43100.46-10%
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