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LKSMX vs PEMGX
LKSMX vs PEMGX Comparison
Open Charts LKSMX vs PEMGX
LKSMX vs PEMGX Comparison Chart in %
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LKSMX vs. PEMGX commentary
Sep 22, 2026
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: 21B vs. LKSMX (42M). LKSMX (0.00) and PEMGX (0.00) have matching dividends . LKSMX was incepted earlier than PEMGX: LKSMX (15 years) vs PEMGX (21 years). LKSMX (1.32) is less costly to investors than PEMGX (0.90). LKSMX is a more actively managed with annual turnover of: 44.00 vs. PEMGX (13.70). 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 : -4.75 vs. PEMGX (-18.88). LKSMX (-9.79) and PEMGX (-10.01) have equivalent 5 years return.
| LKSMX | PEMGX | LKSMX / PEMGX | |
| Total Expense Ratio | 1.01 | 0.90 | 112% |
| Annual Report Gross Expense Ratio | 1.32 | 0.90 | 147% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 0.617 | -9.305 | -7% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42M | 21B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.75 | -18.88 | 25% |
| Returns for 3 years | 32.48 | 11.00 | 295% |
| Returns for 5 years | -9.79 | -10.01 | 98% |
| Returns for 10 years | 2.42 | 65.59 | 4% |
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