LKSMX
Price
$11.76
Change
+$0.14 (+1.20%)
Updated
Jul 3 closing price
Net Assets
41.38M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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LKSMX vs PMBPX

Header iconLKSMX vs PMBPX Comparison
Open Charts LKSMX vs PMBPXBanner chart's image
LKCM Small-Mid Cap Equity Institutional
Price$11.76
Change+$0.14 (+1.20%)
VolumeN/A
Net Assets41.38M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
LKSMX vs PMBPX Comparison Chart in %
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LKSMX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. LKSMX (41.4M). PMBPX pays higher dividends than LKSMX: PMBPX (0.01) vs LKSMX (0.00). LKSMX was incepted earlier than PMBPX: LKSMX (14 years) vs PMBPX (25 years). LKSMX (1.41) is less costly to investors than PMBPX (0.83). LKSMX is a more actively managed with annual turnover of: 31.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than LKSMX: PMBPX (0) vs LKSMX (2000). LKSMX annual gain was more profitable for investors over the last year : 18.91 vs. PMBPX (15.41). PMBPX return over 5 years is better than : 59.60 vs. LKSMX (29.66).
LKSMXPMBPXLKSMX / PMBPX
Total Expense Ratio1.010.83122%
Annual Report Gross Expense Ratio1.410.83170%
Fund Existence14 years25 years-
Gain YTD2.6187.04137%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets41.4M32.3B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year18.9115.41123%
Returns for 3 years35.6452.3968%
Returns for 5 years29.6659.6050%
Returns for 10 years-10.43104.46-10%
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