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LSMIX vs PEMGX
LSMIX vs PEMGX Comparison
Open Charts LSMIX vs PEMGX
Loomis Sayles Small/Mid Cap Growth Instl
Price$15.20
Change+$0.86 (+6.00%)
VolumeN/A
Net Assets237.91M
LSMIX vs PEMGX Comparison Chart in %
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LSMIX vs. PEMGX commentary
Feb 04, 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 PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. LSMIX (238M). LSMIX (0.00) and PEMGX (0.00) have matching dividends . LSMIX was incepted earlier than PEMGX: LSMIX (11 years) vs PEMGX (21 years). LSMIX (0.95) and PEMGX (0.91) have similar cost to investors . LSMIX is a more actively managed with annual turnover of: 55.00 vs. PEMGX (13.70). 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 : 6.97 vs. PEMGX (-11.39). PEMGX return over 5 years is better than : 11.73 vs. LSMIX (3.33).
| LSMIX | PEMGX | LSMIX / PEMGX | |
| Total Expense Ratio | 0.85 | 0.91 | 93% |
| Annual Report Gross Expense Ratio | 0.95 | 0.91 | 104% |
| Fund Existence | 11 years | 21 years | - |
| Gain YTD | 5.190 | -2.946 | -176% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | -11.39 | -61% |
| Returns for 3 years | 27.30 | 20.37 | 134% |
| Returns for 5 years | 3.33 | 11.73 | 28% |
| Returns for 10 years | 89.39 | 115.63 | 77% |
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| Janus Henderson Em Mkts Dbt Hrd Ccy ETF | |||
| ARVR | 48.79 | N/A | N/A |
| First Trust Indxx Metaverse ETF | |||
| DCOR | 75.60 | -0.33 | -0.43% |
| Dimensional US Core Equity 1 ETF | |||
| XFLT | 4.35 | -0.05 | -1.14% |
| XAI Octagon Floating Rate and Alternative Income Trust | |||