LKSMX
Price
$11.49
Change
-$0.15 (-1.29%)
Updated
Aug 1 closing price
Net Assets
41.46M
PMAQX
Price
$47.14
Change
-$0.52 (-1.09%)
Updated
Aug 1 closing price
Net Assets
32.61B
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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$11.49
Change-$0.15 (-1.29%)
VolumeN/A
Net Assets41.46M
Principal MidCap R6
Price$47.14
Change-$0.52 (-1.09%)
VolumeN/A
Net Assets32.61B
LKSMX vs PMAQX Comparison Chart in %
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LKSMX vs. PMAQX commentary
Aug 02, 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: 32.6B vs. LKSMX (41.5M). 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 : 13.01 vs. PMAQX (9.83). PMAQX return over 5 years is better than : 53.48 vs. LKSMX (19.88).
LKSMXPMAQXLKSMX / PMAQX
Total Expense Ratio1.010.59171%
Annual Report Gross Expense Ratio1.410.59239%
Fund Existence14 years9 years-
Gain YTD1.5716.78923%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets41.5M32.6B0%
Annual Yield % from dividends0.000.19-
Returns for 1 year13.019.83132%
Returns for 3 years23.8341.1658%
Returns for 5 years19.8853.4837%
Returns for 10 years-12.35N/A-
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