LKSMX
Price
$11.76
Change
+$0.14 (+1.20%)
Updated
Jul 3 closing price
Net Assets
41.38M
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$11.76
Change+$0.14 (+1.20%)
VolumeN/A
Net Assets41.38M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
LKSMX vs PMBMX Comparison Chart in %
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LKSMX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. LKSMX (41.4M). 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 annual gain was more profitable for investors over the last year : 18.91 vs. PMBMX (14.80). PMBMX return over 5 years is better than : 55.71 vs. LKSMX (29.66).
LKSMXPMBMXLKSMX / PMBMX
Total Expense Ratio1.011.1489%
Annual Report Gross Expense Ratio1.411.14124%
Fund Existence14 years25 years-
Gain YTD2.6186.85438%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets41.4M32.3B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year18.9114.80128%
Returns for 3 years35.6450.1971%
Returns for 5 years29.6655.7153%
Returns for 10 years-10.4394.74-11%
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