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LSMNX vs PCBIX
LSMNX vs PCBIX Comparison
Open Charts LSMNX vs PCBIX
Loomis Sayles Small/Mid Cap Growth N
Price$15.22
Change+$0.86 (+5.99%)
VolumeN/A
Net Assets236.11M
Principal MidCap Institutional
Price$41.56
Change-$4.83 (-10.41%)
VolumeN/A
Net Assets29.47B
LSMNX vs PCBIX Comparison Chart in %
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LSMNX vs. PCBIX commentary
Feb 04, 2026
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 LSMNX is a Hold and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 29.5B vs. LSMNX (236M). LSMNX (0.00) and PCBIX (0.00) have matching dividends . LSMNX was incepted earlier than PCBIX: LSMNX (6 years) vs PCBIX (25 years). LSMNX (0.93) is less costly to investors than PCBIX (0.67). LSMNX is a more actively managed with annual turnover of: 55.00 vs. PCBIX (13.70). PCBIX has a lower initial minimum investment than LSMNX: PCBIX (0) vs LSMNX (1000000). LSMNX annual gain was more profitable for investors over the last year : 7.03 vs. PCBIX (-10.93). PCBIX return over 5 years is better than : 14.21 vs. LSMNX (3.40).
| LSMNX | PCBIX | LSMNX / PCBIX | |
| Total Expense Ratio | 0.83 | 0.67 | 124% |
| Annual Report Gross Expense Ratio | 0.93 | 0.67 | 139% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 5.183 | -2.920 | -178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 29.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.03 | -10.93 | -64% |
| Returns for 3 years | 27.36 | 21.90 | 125% |
| Returns for 5 years | 3.40 | 14.21 | 24% |
| Returns for 10 years | N/A | 124.71 | - |
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