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LSMIX vs PMBJX
LSMIX vs PMBJX Comparison
Open Charts LSMIX vs PMBJX
Loomis Sayles Small/Mid Cap Growth Instl
Price$14.87
Change+$0.21 (+1.43%)
VolumeN/A
Net Assets234.58M
LSMIX vs PMBJX Comparison Chart in %
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LSMIX vs. PMBJX commentary
Dec 13, 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 Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.8B vs. LSMIX (235M). PMBJX pays higher dividends than LSMIX: PMBJX (0.06) vs LSMIX (0.00). LSMIX was incepted earlier than PMBJX: LSMIX (10 years) vs PMBJX (25 years). LSMIX (0.95) is less costly to investors than PMBJX (0.78). LSMIX is a more actively managed with annual turnover of: 74.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than LSMIX: PMBJX (1000) vs LSMIX (100000). LSMIX annual gain was more profitable for investors over the last year : 3.19 vs. PMBJX (-11.31). PMBJX return over 5 years is better than : 20.70 vs. LSMIX (10.48).
| 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 | 25 years | - |
| Gain YTD | 8.778 | -3.284 | -267% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 29.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 3.19 | -11.31 | -28% |
| Returns for 3 years | 32.41 | 28.35 | 114% |
| Returns for 5 years | 10.48 | 20.70 | 51% |
| Returns for 10 years | 61.22 | 91.84 | 67% |
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