LSMNX
Price
$13.88
Change
-$0.05 (-0.36%)
Updated
Aug 15 closing price
Net Assets
240.24M
PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
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LSMNX vs PMBPX

Header iconLSMNX vs PMBPX Comparison
Open Charts LSMNX vs PMBPXBanner chart's image
Loomis Sayles Small/Mid Cap Growth N
Price$13.88
Change-$0.05 (-0.36%)
VolumeN/A
Net Assets240.24M
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
LSMNX vs PMBPX Comparison Chart in %
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LSMNX vs. PMBPX commentary
Aug 18, 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 LSMNX is a Buy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. LSMNX (240M). PMBPX pays higher dividends than LSMNX: PMBPX (0.01) vs LSMNX (0.00). LSMNX was incepted earlier than PMBPX: LSMNX (6 years) vs PMBPX (25 years). LSMNX (0.93) is less costly to investors than PMBPX (0.83). LSMNX is a more actively managed with annual turnover of: 74.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than LSMNX: PMBPX (0) vs LSMNX (1000000). PMBPX annual gain was more profitable for investors over the last year : 9.12 vs. LSMNX (4.83). PMBPX return over 5 years is better than : 45.20 vs. LSMNX (17.83).
LSMNXPMBPXLSMNX / PMBPX
Total Expense Ratio0.830.83100%
Annual Report Gross Expense Ratio0.930.83112%
Fund Existence6 years25 years-
Gain YTD1.4625.79825%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets240M32.5B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year4.839.1253%
Returns for 3 years13.2130.7543%
Returns for 5 years17.8345.2039%
Returns for 10 yearsN/A96.67-
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