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LSMIX vs PMBCX
LSMIX vs PMBCX Comparison
Open Charts LSMIX vs PMBCX
Loomis Sayles Small/Mid Cap Growth Instl
Price$15.20
Change+$0.86 (+6.00%)
VolumeN/A
Net Assets237.91M
LSMIX vs PMBCX Comparison Chart in %
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LSMIX vs. PMBCX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 29.5B vs. LSMIX (238M). LSMIX (0.00) and PMBCX (0.00) have matching dividends . LSMIX was incepted earlier than PMBCX: LSMIX (11 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: 55.00 vs. PMBCX (13.70). 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 : 6.97 vs. PMBCX (-13.29). LSMIX return over 5 years is better than : 3.33 vs. PMBCX (2.81).
| LSMIX | PMBCX | LSMIX / PMBCX | |
| Total Expense Ratio | 0.85 | 1.75 | 49% |
| Annual Report Gross Expense Ratio | 0.95 | 1.75 | 54% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 5.190 | -3.016 | -172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 29.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.97 | -13.29 | -52% |
| Returns for 3 years | 27.30 | 14.54 | 188% |
| Returns for 5 years | 3.33 | 2.81 | 119% |
| Returns for 10 years | 89.39 | 86.47 | 103% |
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