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LSMIX vs PMBJX
LSMIX vs PMBJX Comparison
Open Charts LSMIX vs PMBJX
Loomis Sayles Small/Mid Cap Growth Instl
Price$13.86
Change+$0.13 (+0.95%)
VolumeN/A
Net Assets241.34M
LSMIX vs PMBJX Comparison Chart in %
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LSMIX vs. PMBJX 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 PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. LSMIX (241M). PMBJX pays higher dividends than LSMIX: PMBJX (0.06) vs LSMIX (0.00). LSMIX was incepted earlier than PMBJX: LSMIX (10 years) vs PMBJX (24 years). LSMIX (0.95) is less costly to investors than PMBJX (0.78). PMBJX has a lower initial minimum investment than LSMIX: PMBJX (1000) vs LSMIX (100000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. LSMIX (8.71). PMBJX return over 5 years is better than : 58.39 vs. LSMIX (27.98).
| LSMIX | PMBJX | LSMIX / PMBJX | |
| Total Expense Ratio | 0.85 | 0.78 | 109% |
| Annual Report Gross Expense Ratio | 0.95 | 0.78 | 122% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 1.390 | 7.057 | 20% |
| 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 | 0.06 | - |
| Returns for 1 year | 8.71 | 15.26 | 57% |
| Returns for 3 years | 30.51 | 51.79 | 59% |
| Returns for 5 years | 27.98 | 58.39 | 48% |
| Returns for 10 years | 39.55 | 100.46 | 39% |
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