LKSMX
Price
$11.77
Change
+$0.07 (+0.60%)
Updated
Jul 25 closing price
Net Assets
41.75M
PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$11.77
Change+$0.07 (+0.60%)
VolumeN/A
Net Assets41.75M
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
LKSMX vs PMBJX Comparison Chart in %
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LKSMX vs. PMBJX commentary
Jul 27, 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: 33.2B vs. LKSMX (41.8M). 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 (13.61) and PMBJX (13.47) have marching annual gain over last year. PMBJX return over 5 years is better than : 55.02 vs. LKSMX (26.42).
LKSMXPMBJXLKSMX / PMBJX
Total Expense Ratio1.010.78129%
Annual Report Gross Expense Ratio1.410.78181%
Fund Existence14 years24 years-
Gain YTD2.7058.65031%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets41.8M33.2B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year13.6113.47101%
Returns for 3 years31.0748.8864%
Returns for 5 years26.4255.0248%
Returns for 10 years-10.63103.26-10%
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