LKSMX
Price
$11.33
Change
-$0.19 (-1.65%)
Updated
Jun 13 closing price
Net Assets
40.55M
PMAQX
Price
$45.54
Change
-$0.70 (-1.51%)
Updated
Jun 13 closing price
Net Assets
31.03B
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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$11.33
Change-$0.19 (-1.65%)
VolumeN/A
Net Assets40.55M
Principal MidCap R6
Price$45.54
Change-$0.70 (-1.51%)
VolumeN/A
Net Assets31.03B
LKSMX vs PMAQX Comparison Chart
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LKSMX vs. PMAQX commentary
Jun 14, 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 Hold and PMAQX is a Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 31B vs. LKSMX (40.6M). PMAQX pays higher dividends than LKSMX: PMAQX (0.19) 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 : 16.25 vs. PMAQX (12.32). PMAQX return over 5 years is better than : 59.23 vs. LKSMX (34.42).
LKSMXPMAQXLKSMX / PMAQX
Total Expense Ratio1.010.59171%
Annual Report Gross Expense Ratio1.410.59239%
Fund Existence14 years9 years-
Gain YTD0.5243.60715%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets40.6M31B0%
Annual Yield % from dividends0.000.19-
Returns for 1 year16.2512.32132%
Returns for 3 years33.3353.2463%
Returns for 5 years34.4259.2358%
Returns for 10 years-12.73N/A-
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