LKSMX
Price
$10.61
Change
+$0.85 (+8.71%)
Updated
Apr 9 closing price
Net Assets
37.07M
PMAQX
Price
$43.08
Change
+$3.12 (+7.81%)
Updated
Apr 9 closing price
Net Assets
26.39B
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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$10.61
Change+$0.85 (+8.71%)
VolumeN/A
Net Assets37.07M
Principal MidCap R6
Price$43.08
Change+$3.12 (+7.81%)
VolumeN/A
Net Assets26.39B
LKSMX vs PMAQX Comparison Chart
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LKSMX vs. PMAQX commentary
Apr 11, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 26.4B vs. LKSMX (37.1M). PMAQX pays higher dividends than LKSMX: PMAQX (0.20) vs LKSMX (0.00). LKSMX was incepted earlier than PMAQX: LKSMX (14 years) vs PMAQX (8 years). LKSMX (1.75) is less costly to investors than PMAQX (0.60). LKSMX is a more actively managed with annual turnover of: 32.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than LKSMX: PMAQX (0) vs LKSMX (2000). PMAQX annual gain was more profitable for investors over the last year : -4.39 vs. LKSMX (-8.36). PMAQX return over 5 years is better than : 55.67 vs. LKSMX (37.46).
LKSMXPMAQXLKSMX / PMAQX
Total Expense Ratio1.010.60168%
Annual Report Gross Expense Ratio1.750.60292%
Fund Existence14 years8 years-
Gain YTD-14.834-10.464142%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets37.1M26.4B0%
Annual Yield % from dividends0.000.20-
Returns for 1 year-8.36-4.39190%
Returns for 3 years-1.219.46-13%
Returns for 5 years37.4655.6767%
Returns for 10 years-23.99N/A-
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