Interact to see
Advertisement
Advertisement
LKSMX vs PMBMX
LKSMX vs PMBMX Comparison
Open Charts LKSMX vs PMBMX
LKCM Small-Mid Cap Equity Institutional
Price$11.30
Change-$0.24 (-2.08%)
VolumeN/A
Net Assets40.58M
LKSMX vs PMBMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LKSMX vs. PMBMX commentary
May 22, 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 PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.3B 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 (24 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 : 12.70 vs. PMBMX (9.65). PMBMX return over 5 years is better than : 63.04 vs. LKSMX (38.04).
| 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 | 24 years | - |
| Gain YTD | 0.698 | 4.308 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6M | 31.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 12.70 | 9.65 | 132% |
| Returns for 3 years | 29.66 | 43.65 | 68% |
| Returns for 5 years | 38.04 | 63.04 | 60% |
| Returns for 10 years | -10.89 | 85.55 | -13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LOWV | 71.92 | -0.77 | -1.06% |
| AB US Low Volatility Equity ETF | |||
| AVMA | 59.50 | -0.66 | -1.10% |
| Avantis Moderate Allocation ETF | |||
| DOCT | 39.40 | -0.45 | -1.13% |
| FT Vest US Equity Deep Bffr ETF Oct | |||
| DFUS | 63.20 | -1.10 | -1.71% |
| Dimensional US Equity Market ETF | |||
| RNP | 21.21 | -0.57 | -2.62% |
| Cohen & Steers REIT and Preferred and Income Fund | |||