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LKSMX vs PMBMX
LKSMX vs PMBMX Comparison
Open Charts LKSMX vs PMBMX
LKCM Small-Mid Cap Equity Institutional
Price$10.45
Change+$0.16 (+1.55%)
VolumeN/A
Net Assets36.67M
LKSMX vs PMBMX Comparison Chart
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LKSMX vs. PMBMX commentary
Apr 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 Buy and PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 28.2B vs. LKSMX (36.7M). 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 (1.75) is less costly to investors than PMBMX (1.15). LKSMX is a more actively managed with annual turnover of: 32.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than LKSMX: PMBMX (0) vs LKSMX (2000). PMBMX annual gain was more profitable for investors over the last year : 2.87 vs. LKSMX (0.58). PMBMX return over 5 years is better than : 59.38 vs. LKSMX (47.18).
| LKSMX | PMBMX | LKSMX / PMBMX | |
| Total Expense Ratio | 1.01 | 1.15 | 88% |
| Annual Report Gross Expense Ratio | 1.75 | 1.15 | 152% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -8.813 | -4.627 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.7M | 28.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 0.58 | 2.87 | 20% |
| Returns for 3 years | 6.74 | 16.53 | 41% |
| Returns for 5 years | 47.18 | 59.38 | 79% |
| Returns for 10 years | -18.49 | 70.10 | -26% |
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