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LKSMX vs PEMGX
LKSMX vs PEMGX Comparison
Open Charts LKSMX vs PEMGX
LKCM Small-Mid Cap Equity Institutional
Price$11.95
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets43.08M
LKSMX vs PEMGX Comparison Chart in %
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LKSMX vs. PEMGX commentary
Oct 07, 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 LKSMX is a Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. LKSMX (43.1M). LKSMX (0.00) and PEMGX (0.00) have matching dividends . LKSMX was incepted earlier than PEMGX: LKSMX (14 years) vs PEMGX (20 years). LKSMX (1.41) is less costly to investors than PEMGX (0.91). LKSMX is a more actively managed with annual turnover of: 31.00 vs. PEMGX (10.50). 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 : 10.44 vs. PEMGX (3.71). PEMGX return over 5 years is better than : 44.37 vs. LKSMX (20.59).
| LKSMX | PEMGX | LKSMX / PEMGX | |
| Total Expense Ratio | 1.01 | 0.91 | 111% |
| Annual Report Gross Expense Ratio | 1.41 | 0.91 | 155% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 4.276 | 5.655 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.1M | 33.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.44 | 3.71 | 282% |
| Returns for 3 years | 33.37 | 47.93 | 70% |
| Returns for 5 years | 20.59 | 44.37 | 46% |
| Returns for 10 years | -0.33 | 110.90 | -0% |
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