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LKSMX vs PEMGX
LKSMX vs PEMGX Comparison
Open Charts LKSMX vs PEMGX
LKCM Small-Mid Cap Equity Institutional
Price$11.72
Change-$0.13 (-1.10%)
VolumeN/A
CapitalizationN/A
LKSMX vs PEMGX Comparison Chart
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LKSMX vs. PEMGX commentary
Nov 18, 2024
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 LKSMX is a StrongBuy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.3B vs. LKSMX (39.2M). LKSMX (0.00) and PEMGX (0.00) have matching dividends . LKSMX was incepted earlier than PEMGX: LKSMX (14 years) vs PEMGX (19 years). LKSMX is a more actively managed with annual turnover of: 32.00 vs. PEMGX (10.10). PEMGX has a lower initial minimum investment than LKSMX: PEMGX (1000) vs LKSMX (2000). LKSMX annual gain was more profitable for investors over the last year : 33.94 vs. PEMGX (28.88). PEMGX return over 5 years is better than : 47.78 vs. LKSMX (17.67).
| LKSMX | PEMGX | LKSMX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 18.264 | 22.985 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2M | 29.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 33.94 | 28.88 | 118% |
| Returns for 3 years | -12.80 | 2.40 | -532% |
| Returns for 5 years | 17.67 | 47.78 | 37% |
| Returns for 10 years | -5.79 | 102.98 | -6% |
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