LSMIX
Price
$14.36
Change
+$0.02 (+0.14%)
Updated
Oct 17 closing price
Net Assets
248.54M
PMAQX
Price
$45.72
Change
+$0.21 (+0.46%)
Updated
Oct 17 closing price
Net Assets
31.76B
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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$14.36
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets248.54M
Principal MidCap R6
Price$45.72
Change+$0.21 (+0.46%)
VolumeN/A
Net Assets31.76B
LSMIX vs PMAQX Comparison Chart in %
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LSMIX vs. PMAQX 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 PMAQX is a Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 31.8B vs. LSMIX (249M). PMAQX pays higher dividends than LSMIX: PMAQX (0.19) 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 : 4.74 vs. PMAQX (-2.59). PMAQX return over 5 years is better than : 38.23 vs. LSMIX (12.63).
LSMIXPMAQXLSMIX / PMAQX
Total Expense Ratio0.850.59144%
Annual Report Gross Expense Ratio0.950.59161%
Fund Existence10 years9 years-
Gain YTD5.0482.442207%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets249M31.8B1%
Annual Yield % from dividends0.000.19-
Returns for 1 year4.74-2.59-183%
Returns for 3 years33.4650.6266%
Returns for 5 years12.6338.2333%
Returns for 10 years52.72N/A-
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