LKSMX
Price
$11.77
Change
+$0.07 (+0.60%)
Updated
Jul 25 closing price
Net Assets
41.75M
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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LKSMX vs PMBMX

Header iconLKSMX vs PMBMX Comparison
Open Charts LKSMX vs PMBMXBanner chart's image
LKCM Small-Mid Cap Equity Institutional
Price$11.77
Change+$0.07 (+0.60%)
VolumeN/A
Net Assets41.75M
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
LKSMX vs PMBMX Comparison Chart in %
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LKSMX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. LKSMX (41.8M). PMBMX pays higher dividends than LKSMX: PMBMX (0.02) vs LKSMX (0.00). LKSMX was incepted earlier than PMBMX: LKSMX (14 years) vs PMBMX (25 years). LKSMX (1.41) is less costly to investors than PMBMX (1.14). LKSMX is a more actively managed with annual turnover of: 31.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than LKSMX: PMBMX (0) vs LKSMX (2000). LKSMX (13.61) and PMBMX (13.04) have marching annual gain over last year. PMBMX return over 5 years is better than : 52.44 vs. LKSMX (26.42).
LKSMXPMBMXLKSMX / PMBMX
Total Expense Ratio1.011.1489%
Annual Report Gross Expense Ratio1.411.14124%
Fund Existence14 years25 years-
Gain YTD2.7058.42132%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets41.8M33.2B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year13.6113.04104%
Returns for 3 years31.0747.2766%
Returns for 5 years26.4252.4450%
Returns for 10 years-10.6397.42-11%
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