LKSMX
Price
$11.47
Change
-$0.41 (-3.45%)
Updated
Dec 18 closing price
PMAQX
Price
$44.59
Change
-$1.66 (-3.59%)
Updated
Dec 18 closing price
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LKSMX vs PMAQX

Header iconLKSMX vs PMAQX Comparison
Open Charts LKSMX vs PMAQXBanner chart's image
LKCM Small-Mid Cap Equity Institutional
Price$11.47
Change-$0.41 (-3.45%)
VolumeN/A
CapitalizationN/A
Principal MidCap R6
Price$44.59
Change-$1.66 (-3.59%)
VolumeN/A
CapitalizationN/A
LKSMX vs PMAQX Comparison Chart
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LKSMX vs. PMAQX 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 PMAQX is a Hold.

FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 29.4B vs. LKSMX (40.4M). PMAQX pays higher dividends than LKSMX: PMAQX (0.10) vs LKSMX (0.00). LKSMX was incepted earlier than PMAQX: LKSMX (14 years) vs PMAQX (8 years). LKSMX is a more actively managed with annual turnover of: 32.00 vs. PMAQX (10.10). PMAQX has a lower initial minimum investment than LKSMX: PMAQX (0) vs LKSMX (2000). LKSMX (22.85) and PMAQX (21.78) have marching annual gain over last year. PMAQX return over 5 years is better than : 50.76 vs. LKSMX (14.56).
LKSMXPMAQXLKSMX / PMAQX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years8 years-
Gain YTD19.87920.63196%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets40.4M29.4B0%
Annual Yield % from dividends0.000.10-
Returns for 1 year22.8521.78105%
Returns for 3 years-3.8815.44-25%
Returns for 5 years14.5650.7629%
Returns for 10 years-4.04N/A-
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