LKSMX
Price
$11.94
Change
+$0.01 (+0.08%)
Updated
Jul 24 closing price
Net Assets
43.62M
PEMGX
Price
$38.45
Change
+$0.59 (+1.56%)
Updated
Jul 24 closing price
Net Assets
22.7B
Interact to see
Advertisement

LKSMX vs PEMGX

LKSMX vs PEMGX Comparison Chart in %
View a ticker or compare two or three
VS
LKSMX vs. PEMGX commentary
Jul 26, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 22.7B vs. LKSMX (43.6M). 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 : 1.97 vs. PEMGX (-17.61). LKSMX return over 5 years is better than : -4.18 vs. PEMGX (-7.48).
LKSMXPEMGXLKSMX / PEMGX
Total Expense Ratio1.010.90112%
Annual Report Gross Expense Ratio1.320.90147%
Fund Existence15 years21 years-
Gain YTD5.110-7.046-73%
Front LoadN/A6%-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets43.6M22.7B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year1.97-17.61-11%
Returns for 3 years29.676.62448%
Returns for 5 years-4.18-7.4856%
Returns for 10 years6.5269.729%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FSCVX31.10N/A
N/A
Nuveen Small Cap Value C
LYFIX18.36N/A
N/A
AlphaCentric Life Sciences & Hlthcare I
CGRNX33.64N/A
N/A
Invesco Comstock Select R
LCEVX19.10N/A
N/A
Invesco Diversified Dividend C
PGEOX28.50N/A
N/A
George Putnam Balanced A