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LSMIX vs PEMGX
LSMIX vs PEMGX Comparison
Open Charts LSMIX vs PEMGX
Loomis Sayles Small/Mid Cap Growth Instl
Price$14.35
Change+$0.19 (+1.34%)
VolumeN/A
Net Assets248.69M
LSMIX vs PEMGX Comparison Chart in %
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LSMIX vs. PEMGX 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 PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B 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 (9.24) and PEMGX (9.01) have marching annual gain over last year. PEMGX return over 5 years is better than : 46.31 vs. LSMIX (24.00).
| 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 | 4.682 | 6.969 | 67% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 33B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.24 | 9.01 | 102% |
| Returns for 3 years | 30.45 | 45.42 | 67% |
| Returns for 5 years | 24.00 | 46.31 | 52% |
| Returns for 10 years | 50.90 | 108.18 | 47% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TSMY | 15.30 | 0.21 | +1.39% |
| YieldMax TSM Option Inc Strat ETF | |||
| MMSC | 22.40 | 0.22 | +0.98% |
| First Trust Multi-Manager Sm Cp Opps ETF | |||
| GDMA | 36.37 | 0.24 | +0.66% |
| Gadsden Dynamic Multi-Asset ETF | |||
| BBIN | 69.38 | 0.42 | +0.61% |
| JPMorgan BetaBuilders Intl Eq ETF | |||
| SKOR | 49.20 | 0.13 | +0.27% |
| FlexShares Credit-Scored US Corp Bd ETF | |||