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LSMIX vs PEMGX
LSMIX vs PEMGX Comparison
Open Charts LSMIX vs PEMGX
Loomis Sayles Small/Mid Cap Growth Instl
Price$13.73
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets239.06M
LSMIX vs PEMGX Comparison Chart in %
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LSMIX vs. PEMGX commentary
Jul 28, 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 PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. LSMIX (239M). 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). PEMGX annual gain was more profitable for investors over the last year : 13.43 vs. LSMIX (5.94). PEMGX return over 5 years is better than : 55.06 vs. LSMIX (23.25).
| 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 | 0.439 | 8.564 | 5% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 33.2B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.94 | 13.43 | 44% |
| Returns for 3 years | 23.36 | 48.78 | 48% |
| Returns for 5 years | 23.25 | 55.06 | 42% |
| Returns for 10 years | 38.24 | 103.87 | 37% |
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