Interact to see
Advertisement
Advertisement
LSMIX vs PMBJX
LSMIX vs PMBJX Comparison
Open Charts LSMIX vs PMBJX
Loomis Sayles Small/Mid Cap Growth Instl
Price$13.73
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets239.06M
LSMIX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSMIX vs. PMBJX commentary
Jul 28, 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: 33.2B vs. LSMIX (239M). 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). 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). PMBJX annual gain was more profitable for investors over the last year : 13.47 vs. LSMIX (5.94). PMBJX return over 5 years is better than : 55.02 vs. LSMIX (23.25).
| 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 | 0.439 | 8.650 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 33.2B | 1% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 5.94 | 13.47 | 44% |
| Returns for 3 years | 23.36 | 48.88 | 48% |
| Returns for 5 years | 23.25 | 55.02 | 42% |
| Returns for 10 years | 38.24 | 103.26 | 37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPSM | 44.03 | 0.27 | +0.62% |
| SPDR® Portfolio S&P 600™ Sm Cap ETF | |||
| PRIV | 25.08 | 0.07 | +0.28% |
| SPDR SSGA Apollo IG Public & Private Credit ETF | |||
| PBJA | 29.49 | 0.05 | +0.17% |
| PGIM S&P 500 Buffer 20 ETF - Jan | |||
| KOKU | 112.01 | N/A | N/A |
| Xtrackers MSCI Kokusai Equity ETF | |||
| HYZD | 22.51 | -0.01 | -0.04% |
| WisdomTree Interest Rt Hdg Hi Yld Bd ETF | |||