LSMIX
Price
$14.35
Change
+$0.19 (+1.34%)
Updated
Sep 8 closing price
Net Assets
248.69M
PMAQX
Price
$48.27
Change
+$0.29 (+0.60%)
Updated
Sep 8 closing price
Net Assets
33.05B
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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$14.35
Change+$0.19 (+1.34%)
VolumeN/A
Net Assets248.69M
Principal MidCap R6
Price$48.27
Change+$0.29 (+0.60%)
VolumeN/A
Net Assets33.05B
LSMIX vs PMAQX Comparison Chart in %
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LSMIX vs. PMAQX 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 PMAQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 33B vs. LSMIX (249M). PMAQX pays higher dividends than LSMIX: PMAQX (0.18) 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). PMAQX (9.52) and LSMIX (9.24) have marching annual gain over last year. PMAQX return over 5 years is better than : 49.78 vs. LSMIX (24.00).
LSMIXPMAQXLSMIX / PMAQX
Total Expense Ratio0.850.59144%
Annual Report Gross Expense Ratio0.950.59161%
Fund Existence10 years9 years-
Gain YTD4.6827.19265%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets249M33B1%
Annual Yield % from dividends0.000.18-
Returns for 1 year9.249.5297%
Returns for 3 years30.4547.4364%
Returns for 5 years24.0049.7848%
Returns for 10 years50.90N/A-
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