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LSMIX vs PCBIX
LSMIX vs PCBIX Comparison
Open Charts LSMIX vs PCBIX
Loomis Sayles Small/Mid Cap Growth Instl
Price$13.90
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets240.87M
Principal MidCap Institutional
Price$47.13
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets32.48B
LSMIX vs PCBIX Comparison Chart in %
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LSMIX vs. PCBIX commentary
Aug 20, 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 LSMIX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. LSMIX (241M). PCBIX pays higher dividends than LSMIX: PCBIX (0.12) vs LSMIX (0.00). LSMIX was incepted earlier than PCBIX: LSMIX (10 years) vs PCBIX (24 years). LSMIX (0.95) is less costly to investors than PCBIX (0.67). LSMIX is a more actively managed with annual turnover of: 74.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than LSMIX: PCBIX (0) vs LSMIX (100000). PCBIX annual gain was more profitable for investors over the last year : 9.06 vs. LSMIX (4.75). PCBIX return over 5 years is better than : 47.02 vs. LSMIX (16.81).
| LSMIX | PCBIX | LSMIX / PCBIX | |
| Total Expense Ratio | 0.85 | 0.67 | 127% |
| Annual Report Gross Expense Ratio | 0.95 | 0.67 | 142% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 1.683 | 5.744 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241M | 32.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 4.75 | 9.06 | 52% |
| Returns for 3 years | 15.93 | 34.84 | 46% |
| Returns for 5 years | 16.81 | 47.02 | 36% |
| Returns for 10 years | 47.67 | 113.70 | 42% |
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