LKSMX
Price
$11.76
Change
+$0.14 (+1.20%)
Updated
Jul 3 closing price
Net Assets
40.92M
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
31.76B
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LKSMX vs PMBJX

Header iconLKSMX vs PMBJX Comparison
Open Charts LKSMX vs PMBJXBanner chart's image
LKCM Small-Mid Cap Equity Institutional
Price$11.76
Change+$0.14 (+1.20%)
VolumeN/A
Net Assets40.92M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets31.76B
LKSMX vs PMBJX Comparison Chart in %
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LKSMX vs. PMBJX commentary
Jul 05, 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.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. LKSMX (40.9M). 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 (1.41) is less costly to investors than PMBJX (0.78). LKSMX is a more actively managed with annual turnover of: 31.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than LKSMX: PMBJX (1000) vs LKSMX (2000). LKSMX annual gain was more profitable for investors over the last year : 17.49 vs. PMBJX (14.07). PMBJX return over 5 years is better than : 56.76 vs. LKSMX (28.11).
LKSMXPMBJXLKSMX / PMBJX
Total Expense Ratio1.010.78129%
Annual Report Gross Expense Ratio1.410.78181%
Fund Existence14 years24 years-
Gain YTD1.3965.95423%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets40.9M31.8B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year17.4914.07124%
Returns for 3 years34.0350.2368%
Returns for 5 years28.1156.7650%
Returns for 10 years-11.5098.40-12%
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