Interact to see
Advertisement
Advertisement
LKSMX vs PEMGX
LKSMX vs PEMGX Comparison
Open Charts LKSMX vs PEMGX
LKCM Small-Mid Cap Equity Institutional
Price$12.01
Change+$0.32 (+2.74%)
VolumeN/A
Net Assets42.71M
LKSMX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LKSMX vs. PEMGX commentary
Aug 25, 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 (42.7M). 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 : 15.70 vs. PEMGX (9.88). PEMGX return over 5 years is better than : 47.06 vs. LKSMX (20.70).
| 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 | 4.799 | 7.790 | 62% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7M | 33.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 15.70 | 9.88 | 159% |
| Returns for 3 years | 26.29 | 39.59 | 66% |
| Returns for 5 years | 20.70 | 47.06 | 44% |
| Returns for 10 years | 1.26 | 119.88 | 1% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JETS | 26.22 | 1.28 | +5.13% |
| US Global Jets ETF | |||
| AVSD | 70.87 | 1.09 | +1.56% |
| Avantis Responsible International Eq ETF | |||
| THLV | 29.68 | 0.42 | +1.43% |
| THOR Equal Weight Low Volatility ETF | |||
| BIV | 77.59 | 0.44 | +0.57% |
| Vanguard Interm-Term Bond ETF | |||
| CONI | 49.18 | -7.41 | -13.09% |
| GraniteShares 2x Short COIN Daily ETF | |||