Interact to see
Advertisement
Advertisement
LSMIX vs PCBIX
LSMIX vs PCBIX Comparison
Open Charts LSMIX vs PCBIX
Loomis Sayles Small/Mid Cap Growth Instl
Price$14.13
Change-$0.40 (-2.75%)
VolumeN/A
Net Assets251M
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
LSMIX vs PCBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSMIX vs. PCBIX commentary
Nov 14, 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 Hold and PCBIX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. LSMIX (251M). PCBIX pays higher dividends than LSMIX: PCBIX (0.12) vs LSMIX (0.00). LSMIX was incepted earlier than PCBIX: LSMIX (10 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: 74.00 vs. PCBIX (10.50). 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 : 1.25 vs. PCBIX (-4.65). PCBIX return over 5 years is better than : 33.05 vs. LSMIX (12.20).
| 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 | 25 years | - |
| Gain YTD | 6.291 | 3.029 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 32B | 1% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 1.25 | -4.65 | -27% |
| Returns for 3 years | 27.79 | 35.68 | 78% |
| Returns for 5 years | 12.20 | 33.05 | 37% |
| Returns for 10 years | 58.05 | 111.81 | 52% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers