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LKSMX vs PEMGX
LKSMX vs PEMGX Comparison
Open Charts LKSMX vs PEMGX
LKCM Small-Mid Cap Equity Institutional
Price$11.47
Change-$0.41 (-3.45%)
VolumeN/A
CapitalizationN/A
LKSMX vs PEMGX Comparison Chart
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LKSMX vs. PEMGX commentary
Dec 19, 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 Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.4B 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 (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 : 22.85 vs. PEMGX (21.23). PEMGX return over 5 years is better than : 47.22 vs. LKSMX (14.56).
| 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 | 19.879 | 20.071 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4M | 29.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 22.85 | 21.23 | 108% |
| Returns for 3 years | -3.88 | 13.84 | -28% |
| Returns for 5 years | 14.56 | 47.22 | 31% |
| Returns for 10 years | -4.04 | 104.40 | -4% |
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