LSMIX
Price
$14.13
Change
-$0.40 (-2.75%)
Updated
Nov 13 closing price
Net Assets
251M
PMAQX
Price
$45.29
Change
-$0.72 (-1.56%)
Updated
Nov 13 closing price
Net Assets
31.99B
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LSMIX vs PMAQX

Header iconLSMIX vs PMAQX Comparison
Open Charts LSMIX vs PMAQXBanner chart's image
Loomis Sayles Small/Mid Cap Growth Instl
Price$14.13
Change-$0.40 (-2.75%)
VolumeN/A
Net Assets251M
Principal MidCap R6
Price$45.29
Change-$0.72 (-1.56%)
VolumeN/A
Net Assets31.99B
LSMIX vs PMAQX Comparison Chart in %
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LSMIX vs. PMAQX 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 PMAQX is a Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 32B vs. LSMIX (251M). PMAQX pays higher dividends than LSMIX: PMAQX (0.20) vs LSMIX (0.00). LSMIX was incepted earlier than PMAQX: LSMIX (10 years) vs PMAQX (9 years). LSMIX (0.95) is less costly to investors than PMAQX (0.59). LSMIX is a more actively managed with annual turnover of: 74.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than LSMIX: PMAQX (0) vs LSMIX (100000). LSMIX annual gain was more profitable for investors over the last year : 1.25 vs. PMAQX (-4.55). PMAQX return over 5 years is better than : 33.63 vs. LSMIX (12.20).
LSMIXPMAQXLSMIX / PMAQX
Total Expense Ratio0.850.59144%
Annual Report Gross Expense Ratio0.950.59161%
Fund Existence10 years9 years-
Gain YTD6.2913.092203%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets251M32B1%
Annual Yield % from dividends0.000.20-
Returns for 1 year1.25-4.55-28%
Returns for 3 years27.7936.0377%
Returns for 5 years12.2033.6336%
Returns for 10 years58.05N/A-
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