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LSMIX vs PMBMX
LSMIX vs PMBMX Comparison
Open Charts LSMIX vs PMBMX
Loomis Sayles Small/Mid Cap Growth Instl
Price$13.73
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets239.06M
LSMIX vs PMBMX Comparison Chart in %
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LSMIX vs. PMBMX 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 PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. LSMIX (239M). 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). LSMIX is a more actively managed with annual turnover of: 74.00 vs. PMBMX (10.50). 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 : 13.04 vs. LSMIX (5.94). PMBMX return over 5 years is better than : 52.44 vs. LSMIX (23.25).
| 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 | 0.439 | 8.421 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 33.2B | 1% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 5.94 | 13.04 | 46% |
| Returns for 3 years | 23.36 | 47.27 | 49% |
| Returns for 5 years | 23.25 | 52.44 | 44% |
| Returns for 10 years | 38.24 | 97.42 | 39% |
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