LKSMX
Price
$11.78
Change
+$0.03 (+0.26%)
Updated
Jan 17 closing price
Net Assets
40.4M
PMAQX
Price
$45.60
Change
+$0.28 (+0.62%)
Updated
Jan 17 closing price
Net Assets
29.35B
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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$11.78
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets40.4M
Principal MidCap R6
Price$45.60
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets29.35B
LKSMX vs PMAQX Comparison Chart
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LKSMX vs. PMAQX commentary
Jan 19, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 29.3B 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 annual gain was more profitable for investors over the last year : 21.69 vs. PMAQX (19.96). PMAQX return over 5 years is better than : 41.71 vs. LKSMX (25.19).
LKSMXPMAQXLKSMX / PMAQX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years8 years-
Gain YTD2.7922.173128%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets40.4M29.3B0%
Annual Yield % from dividends0.000.10-
Returns for 1 year21.6919.96109%
Returns for 3 years14.5920.5371%
Returns for 5 years25.1941.7160%
Returns for 10 years0.00N/A-
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