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LKSMX vs PMBMX
LKSMX vs PMBMX Comparison
Open Charts LKSMX vs PMBMX
LKCM Small-Mid Cap Equity Institutional
Price$11.77
Change+$0.07 (+0.60%)
VolumeN/A
Net Assets41.75M
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.
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).
| LKSMX | PMBMX | LKSMX / PMBMX | |
| Total Expense Ratio | 1.01 | 1.14 | 89% |
| Annual Report Gross Expense Ratio | 1.41 | 1.14 | 124% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 2.705 | 8.421 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8M | 33.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 13.61 | 13.04 | 104% |
| Returns for 3 years | 31.07 | 47.27 | 66% |
| Returns for 5 years | 26.42 | 52.44 | 50% |
| Returns for 10 years | -10.63 | 97.42 | -11% |
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