Interact to see
Advertisement
Advertisement
LSMIX vs PEMGX
LSMIX vs PEMGX Comparison
Open Charts LSMIX vs PEMGX
Loomis Sayles Small/Mid Cap Growth Instl
Price$14.13
Change-$0.40 (-2.75%)
VolumeN/A
Net Assets251M
LSMIX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSMIX vs. PEMGX 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 PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. LSMIX (251M). LSMIX (0.00) and PEMGX (0.00) have matching dividends . LSMIX was incepted earlier than PEMGX: LSMIX (10 years) vs PEMGX (20 years). LSMIX (0.95) and PEMGX (0.91) have similar cost to investors . LSMIX is a more actively managed with annual turnover of: 74.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than LSMIX: PEMGX (1000) vs LSMIX (100000). LSMIX annual gain was more profitable for investors over the last year : 1.25 vs. PEMGX (-5.01). PEMGX return over 5 years is better than : 30.49 vs. LSMIX (12.20).
| LSMIX | PEMGX | LSMIX / PEMGX | |
| Total Expense Ratio | 0.85 | 0.91 | 93% |
| Annual Report Gross Expense Ratio | 0.95 | 0.91 | 104% |
| Fund Existence | 10 years | 20 years | - |
| Gain YTD | 6.291 | 2.816 | 223% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 32B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.25 | -5.01 | -25% |
| Returns for 3 years | 27.79 | 34.17 | 81% |
| Returns for 5 years | 12.20 | 30.49 | 40% |
| Returns for 10 years | 58.05 | 103.52 | 56% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DRRAX | 17.02 | 0.05 | +0.29% |
| BNY Mellon Global Real Return - A | |||
| RMYYX | 10.23 | 0.01 | +0.10% |
| Russell Inv Multi-Strategy Income Y | |||
| MLACX | 5.00 | -0.01 | -0.20% |
| NYLI Winslow Large Cap Growth Class C | |||
| OPMNX | 27.94 | -0.07 | -0.25% |
| Invesco Main Street Mid Cap R | |||
| GRERX | 10.89 | -0.09 | -0.82% |
| Goldman Sachs Real Estate Securities R | |||