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LKSMX vs PMAQX
LKSMX vs PMAQX Comparison
Open Charts LKSMX vs PMAQX
LKCM Small-Mid Cap Equity Institutional
Price$11.30
Change-$0.24 (-2.08%)
VolumeN/A
Net Assets40.58M
LKSMX vs PMAQX Comparison Chart
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LKSMX vs. PMAQX commentary
May 22, 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 Buy and PMAQX is a Hold.
FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 31.3B vs. LKSMX (40.6M). PMAQX pays higher dividends than LKSMX: PMAQX (0.20) vs LKSMX (0.00). LKSMX was incepted earlier than PMAQX: LKSMX (14 years) vs PMAQX (9 years). LKSMX (1.41) is less costly to investors than PMAQX (0.59). LKSMX is a more actively managed with annual turnover of: 31.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than LKSMX: PMAQX (0) vs LKSMX (2000). LKSMX annual gain was more profitable for investors over the last year : 12.70 vs. PMAQX (10.56). PMAQX return over 5 years is better than : 69.80 vs. LKSMX (38.04).
| LKSMX | PMAQX | LKSMX / PMAQX | |
| Total Expense Ratio | 1.01 | 0.59 | 171% |
| Annual Report Gross Expense Ratio | 1.41 | 0.59 | 239% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 0.698 | 4.526 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6M | 31.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.20 | - |
| Returns for 1 year | 12.70 | 10.56 | 120% |
| Returns for 3 years | 29.66 | 47.11 | 63% |
| Returns for 5 years | 38.04 | 69.80 | 54% |
| Returns for 10 years | -10.89 | N/A | - |
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