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LSMIX vs PMBCX
LSMIX vs PMBCX Comparison
Open Charts LSMIX vs PMBCX
Loomis Sayles Small/Mid Cap Growth Instl
Price$13.86
Change+$0.13 (+0.95%)
VolumeN/A
Net Assets241.34M
LSMIX vs PMBCX Comparison Chart in %
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LSMIX vs. PMBCX commentary
Jul 06, 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 PMBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. LSMIX (241M). LSMIX (0.00) and PMBCX (0.00) have matching dividends . LSMIX was incepted earlier than PMBCX: LSMIX (10 years) vs PMBCX (18 years). PMBCX (1.75) is less costly to investors than LSMIX (0.95). PMBCX has a lower initial minimum investment than LSMIX: PMBCX (1000) vs LSMIX (100000). PMBCX annual gain was more profitable for investors over the last year : 13.57 vs. LSMIX (8.71). PMBCX return over 5 years is better than : 47.59 vs. LSMIX (27.98).
| 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 | 18 years | - |
| Gain YTD | 1.390 | 6.553 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241M | 32.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.71 | 13.57 | 64% |
| Returns for 3 years | 30.51 | 45.58 | 67% |
| Returns for 5 years | 27.98 | 47.59 | 59% |
| Returns for 10 years | 39.55 | 75.67 | 52% |
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