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LSMIX vs PMBMX
LSMIX vs PMBMX Comparison
Open Charts LSMIX vs PMBMX
Loomis Sayles Small/Mid Cap Growth Instl
Price$13.86
Change+$0.13 (+0.95%)
VolumeN/A
Net Assets241.34M
LSMIX vs PMBMX Comparison Chart in %
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LSMIX vs. PMBMX 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 PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. LSMIX (241M). PMBMX pays higher dividends than LSMIX: PMBMX (0.02) vs LSMIX (0.00). LSMIX was incepted earlier than PMBMX: LSMIX (10 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than LSMIX (0.95). PMBMX has a lower initial minimum investment than LSMIX: PMBMX (0) vs LSMIX (100000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. LSMIX (8.71). PMBMX return over 5 years is better than : 55.71 vs. LSMIX (27.98).
| LSMIX | PMBMX | LSMIX / PMBMX | |
| Total Expense Ratio | 0.85 | 1.14 | 75% |
| Annual Report Gross Expense Ratio | 0.95 | 1.14 | 83% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 1.390 | 6.854 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241M | 32.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 8.71 | 14.80 | 59% |
| Returns for 3 years | 30.51 | 50.19 | 61% |
| Returns for 5 years | 27.98 | 55.71 | 50% |
| Returns for 10 years | 39.55 | 94.74 | 42% |
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