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LKSMX vs PMBJX
LKSMX vs PMBJX Comparison
Open Charts LKSMX vs PMBJX
LKCM Small-Mid Cap Equity Institutional
Price$10.61
Change+$0.85 (+8.71%)
VolumeN/A
Net Assets34.09M
LKSMX vs PMBJX Comparison Chart
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LKSMX vs. PMBJX 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 PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 26.4B vs. LKSMX (34.1M). PMBJX pays higher dividends than LKSMX: PMBJX (0.06) vs LKSMX (0.00). LKSMX was incepted earlier than PMBJX: LKSMX (14 years) vs PMBJX (24 years). LKSMX (1.75) is less costly to investors than PMBJX (0.82). LKSMX is a more actively managed with annual turnover of: 32.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than LKSMX: PMBJX (1000) vs LKSMX (2000). PMBJX annual gain was more profitable for investors over the last year : -4.81 vs. LKSMX (-8.36). PMBJX return over 5 years is better than : 51.94 vs. LKSMX (37.46).
| LKSMX | PMBJX | LKSMX / PMBJX | |
| Total Expense Ratio | 1.01 | 0.82 | 123% |
| Annual Report Gross Expense Ratio | 1.75 | 0.82 | 213% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -14.834 | -10.512 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.1M | 26.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -8.36 | -4.81 | 174% |
| Returns for 3 years | -1.21 | 8.02 | -15% |
| Returns for 5 years | 37.46 | 51.94 | 72% |
| Returns for 10 years | -23.99 | 63.61 | -38% |
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