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LSMIX vs PCBIX
LSMIX vs PCBIX Comparison
Open Charts LSMIX vs PCBIX
Loomis Sayles Small/Mid Cap Growth Instl
Price$14.35
Change+$0.19 (+1.34%)
VolumeN/A
Net Assets248.69M
Principal MidCap Institutional
Price$48.18
Change+$0.43 (+0.90%)
VolumeN/A
Net Assets33.36B
LSMIX vs PCBIX Comparison Chart in %
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LSMIX vs. PCBIX commentary
Sep 09, 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: 33.4B vs. LSMIX (249M). 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). PCBIX (9.41) and LSMIX (9.24) have marching annual gain over last year. PCBIX return over 5 years is better than : 49.14 vs. LSMIX (24.00).
| 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 | 4.682 | 7.135 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 33.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 9.24 | 9.41 | 98% |
| Returns for 3 years | 30.45 | 47.03 | 65% |
| Returns for 5 years | 24.00 | 49.14 | 49% |
| Returns for 10 years | 50.90 | 116.70 | 44% |
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