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LKSMX vs PMBMX
LKSMX vs PMBMX Comparison
Open Charts LKSMX vs PMBMX
LKCM Small-Mid Cap Equity Institutional
Price$11.33
Change-$0.19 (-1.65%)
VolumeN/A
Net Assets40.55M
LKSMX vs PMBMX Comparison Chart
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LKSMX vs. PMBMX 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 PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31B vs. LKSMX (40.6M). PMBMX pays higher dividends than LKSMX: PMBMX (0.02) vs LKSMX (0.00). LKSMX was incepted earlier than PMBMX: LKSMX (14 years) vs PMBMX (25 years). LKSMX (1.41) is less costly to investors than PMBMX (1.14). LKSMX is a more actively managed with annual turnover of: 31.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than LKSMX: PMBMX (0) vs LKSMX (2000). LKSMX annual gain was more profitable for investors over the last year : 16.25 vs. PMBMX (11.39). PMBMX return over 5 years is better than : 52.90 vs. LKSMX (34.42).
| LKSMX | PMBMX | LKSMX / PMBMX | |
| Total Expense Ratio | 1.01 | 1.14 | 89% |
| Annual Report Gross Expense Ratio | 1.41 | 1.14 | 124% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 0.524 | 3.354 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6M | 31B | 0% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 16.25 | 11.39 | 143% |
| Returns for 3 years | 33.33 | 49.64 | 67% |
| Returns for 5 years | 34.42 | 52.90 | 65% |
| Returns for 10 years | -12.73 | 86.36 | -15% |
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