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LKSMX vs PMBJX
LKSMX vs PMBJX Comparison
Open Charts LKSMX vs PMBJX
LKCM Small-Mid Cap Equity Institutional
Price$11.33
Change-$0.19 (-1.65%)
VolumeN/A
Net Assets40.55M
LKSMX vs PMBJX Comparison Chart
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LKSMX vs. PMBJX commentary
Jun 14, 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 PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31B vs. LKSMX (40.6M). 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 : 16.25 vs. PMBJX (11.81). PMBJX return over 5 years is better than : 55.48 vs. LKSMX (34.42).
| LKSMX | PMBJX | LKSMX / PMBJX | |
| Total Expense Ratio | 1.01 | 0.78 | 129% |
| Annual Report Gross Expense Ratio | 1.41 | 0.78 | 181% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 0.524 | 3.529 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6M | 31B | 0% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 16.25 | 11.81 | 138% |
| Returns for 3 years | 33.33 | 51.25 | 65% |
| Returns for 5 years | 34.42 | 55.48 | 62% |
| Returns for 10 years | -12.73 | 91.84 | -14% |
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