LKSMX
Price
$11.77
Change
+$0.07 (+0.60%)
Updated
Jul 25 closing price
Net Assets
41.75M
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$11.77
Change+$0.07 (+0.60%)
VolumeN/A
Net Assets41.75M
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
LKSMX vs PMBPX Comparison Chart in %
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LKSMX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. LKSMX (41.8M). 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 (13.61) and PMBPX (13.61) have marching annual gain over last year. PMBPX return over 5 years is better than : 56.25 vs. LKSMX (26.42).
LKSMXPMBPXLKSMX / PMBPX
Total Expense Ratio1.010.83122%
Annual Report Gross Expense Ratio1.410.83170%
Fund Existence14 years25 years-
Gain YTD2.7058.60631%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets41.8M33.2B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year13.6113.61100%
Returns for 3 years31.0749.3863%
Returns for 5 years26.4256.2547%
Returns for 10 years-10.63107.27-10%
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