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LSMIX vs PMBPX
LSMIX vs PMBPX Comparison
Open Charts LSMIX vs PMBPX
Loomis Sayles Small/Mid Cap Growth Instl
Price$13.73
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets239.06M
LSMIX vs PMBPX Comparison Chart in %
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LSMIX vs. PMBPX 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 PMBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. LSMIX (239M). PMBPX pays higher dividends than LSMIX: PMBPX (0.01) vs LSMIX (0.00). LSMIX was incepted earlier than PMBPX: LSMIX (10 years) vs PMBPX (25 years). LSMIX (0.95) is less costly to investors than PMBPX (0.83). LSMIX is a more actively managed with annual turnover of: 74.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than LSMIX: PMBPX (0) vs LSMIX (100000). PMBPX annual gain was more profitable for investors over the last year : 13.61 vs. LSMIX (5.94). PMBPX return over 5 years is better than : 56.25 vs. LSMIX (23.25).
| LSMIX | PMBPX | LSMIX / PMBPX | |
| Total Expense Ratio | 0.85 | 0.83 | 102% |
| Annual Report Gross Expense Ratio | 0.95 | 0.83 | 114% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 0.439 | 8.606 | 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 | 0.01 | - |
| Returns for 1 year | 5.94 | 13.61 | 44% |
| Returns for 3 years | 23.36 | 49.38 | 47% |
| Returns for 5 years | 23.25 | 56.25 | 41% |
| Returns for 10 years | 38.24 | 107.27 | 36% |
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