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LSMIX vs PMBCX
LSMIX vs PMBCX Comparison
Open Charts LSMIX vs PMBCX
Loomis Sayles Small/Mid Cap Growth Instl
Price$14.13
Change-$0.40 (-2.75%)
VolumeN/A
Net Assets251M
LSMIX vs PMBCX Comparison Chart in %
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LSMIX vs. PMBCX 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 PMBCX is a Buy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32B vs. LSMIX (251M). LSMIX (0.00) and PMBCX (0.00) have matching dividends . LSMIX was incepted earlier than PMBCX: LSMIX (10 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than LSMIX (0.95). LSMIX is a more actively managed with annual turnover of: 74.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than LSMIX: PMBCX (1000) vs LSMIX (100000). LSMIX annual gain was more profitable for investors over the last year : 1.25 vs. PMBCX (-6.40). PMBCX return over 5 years is better than : 21.54 vs. LSMIX (12.20).
| LSMIX | PMBCX | LSMIX / PMBCX | |
| Total Expense Ratio | 0.85 | 1.75 | 49% |
| Annual Report Gross Expense Ratio | 0.95 | 1.75 | 54% |
| Fund Existence | 10 years | 19 years | - |
| Gain YTD | 6.291 | 2.080 | 302% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 32B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.25 | -6.40 | -20% |
| Returns for 3 years | 27.79 | 28.70 | 97% |
| Returns for 5 years | 12.20 | 21.54 | 57% |
| Returns for 10 years | 58.05 | 77.64 | 75% |
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