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$14.36
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets248.54M
LSMIX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSMIX vs. PEMGX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.8B vs. LSMIX (249M). 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 : 4.74 vs. PEMGX (-3.03). PEMGX return over 5 years is better than : 35.03 vs. LSMIX (12.63).
| 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 | 5.048 | 2.206 | 229% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 31.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.74 | -3.03 | -157% |
| Returns for 3 years | 33.46 | 48.57 | 69% |
| Returns for 5 years | 12.63 | 35.03 | 36% |
| Returns for 10 years | 52.72 | 99.18 | 53% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers