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LKSMX vs PEMGX
LKSMX vs PEMGX Comparison
Open Charts LKSMX vs PEMGX
LKCM Small-Mid Cap Equity Institutional
Price$11.49
Change-$0.15 (-1.29%)
VolumeN/A
Net Assets41.46M
LKSMX vs PEMGX Comparison Chart in %
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LKSMX vs. PEMGX commentary
Aug 02, 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 Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.6B vs. LKSMX (41.5M). 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 : 13.01 vs. PEMGX (9.34). PEMGX return over 5 years is better than : 49.92 vs. LKSMX (19.88).
| 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 | 1.571 | 6.617 | 24% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5M | 32.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.01 | 9.34 | 139% |
| Returns for 3 years | 23.83 | 39.26 | 61% |
| Returns for 5 years | 19.88 | 49.92 | 40% |
| Returns for 10 years | -12.35 | 96.58 | -13% |
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