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LKSMX vs PEMGX
LKSMX vs PEMGX Comparison
Open Charts LKSMX vs PEMGX
LKCM Small-Mid Cap Equity Institutional
Price$11.78
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets40.4M
LKSMX vs PEMGX Comparison Chart
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LKSMX vs. PEMGX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.3B vs. LKSMX (40.4M). LKSMX (0.00) and PEMGX (0.00) have matching dividends . LKSMX was incepted earlier than PEMGX: LKSMX (14 years) vs PEMGX (20 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 : 21.69 vs. PEMGX (19.41). PEMGX return over 5 years is better than : 38.39 vs. LKSMX (25.19).
| LKSMX | PEMGX | LKSMX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 2.792 | 2.182 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4M | 29.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 21.69 | 19.41 | 112% |
| Returns for 3 years | 14.59 | 18.89 | 77% |
| Returns for 5 years | 25.19 | 38.39 | 66% |
| Returns for 10 years | 0.00 | 106.57 | - |
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