Interact to see
Advertisement
Advertisement
LKSMX vs PMBPX
LKSMX vs PMBPX Comparison
Open Charts LKSMX vs PMBPX
LKCM Small-Mid Cap Equity Institutional
Price$11.76
Change+$0.14 (+1.20%)
VolumeN/A
Net Assets41.38M
LKSMX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| LKSMX | PMBPX | LKSMX / PMBPX | |
| Total Expense Ratio | 1.01 | 0.83 | 122% |
| Annual Report Gross Expense Ratio | 1.41 | 0.83 | 170% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 2.618 | 7.041 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4M | 32.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 18.91 | 15.41 | 123% |
| Returns for 3 years | 35.64 | 52.39 | 68% |
| Returns for 5 years | 29.66 | 59.60 | 50% |
| Returns for 10 years | -10.43 | 104.46 | -10% |