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LSMIX vs PCBIX
LSMIX vs PCBIX Comparison
Open Charts LSMIX vs PCBIX
Loomis Sayles Small/Mid Cap Growth Instl
Price$15.20
Change+$0.86 (+6.00%)
VolumeN/A
Net Assets237.91M
Principal MidCap Institutional
Price$41.56
Change-$4.83 (-10.41%)
VolumeN/A
Net Assets29.47B
LSMIX vs PCBIX Comparison Chart in %
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LSMIX vs. PCBIX commentary
Feb 05, 2026
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 Hold and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 29.5B vs. LSMIX (238M). LSMIX (0.00) and PCBIX (0.00) have matching dividends . LSMIX was incepted earlier than PCBIX: LSMIX (11 years) vs PCBIX (25 years). LSMIX (0.95) is less costly to investors than PCBIX (0.67). LSMIX is a more actively managed with annual turnover of: 55.00 vs. PCBIX (13.70). PCBIX has a lower initial minimum investment than LSMIX: PCBIX (0) vs LSMIX (100000). LSMIX annual gain was more profitable for investors over the last year : 6.97 vs. PCBIX (-10.93). PCBIX return over 5 years is better than : 14.21 vs. LSMIX (3.33).
| LSMIX | PCBIX | LSMIX / PCBIX | |
| Total Expense Ratio | 0.85 | 0.67 | 127% |
| Annual Report Gross Expense Ratio | 0.95 | 0.67 | 142% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 5.190 | -2.920 | -178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 29.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.97 | -10.93 | -64% |
| Returns for 3 years | 27.30 | 21.90 | 125% |
| Returns for 5 years | 3.33 | 14.21 | 23% |
| Returns for 10 years | 89.39 | 124.71 | 72% |
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