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LKSMX vs PMBPX
LKSMX vs PMBPX Comparison
Open Charts LKSMX vs PMBPX
LKCM Small-Mid Cap Equity Institutional
Price$10.61
Change+$0.85 (+8.71%)
VolumeN/A
Net Assets34.09M
LKSMX vs PMBPX Comparison Chart
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LKSMX vs. PMBPX commentary
Apr 11, 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 PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 26.4B vs. LKSMX (34.1M). PMBPX pays higher dividends than LKSMX: PMBPX (0.01) vs LKSMX (0.00). LKSMX was incepted earlier than PMBPX: LKSMX (14 years) vs PMBPX (24 years). LKSMX (1.75) is less costly to investors than PMBPX (0.84). LKSMX is a more actively managed with annual turnover of: 32.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than LKSMX: PMBPX (0) vs LKSMX (2000). PMBPX annual gain was more profitable for investors over the last year : -4.70 vs. LKSMX (-8.36). PMBPX return over 5 years is better than : 53.18 vs. LKSMX (37.46).
| LKSMX | PMBPX | LKSMX / PMBPX | |
| Total Expense Ratio | 1.01 | 0.84 | 120% |
| Annual Report Gross Expense Ratio | 1.75 | 0.84 | 208% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -14.834 | -10.515 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.1M | 26.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -8.36 | -4.70 | 178% |
| Returns for 3 years | -1.21 | 8.43 | -14% |
| Returns for 5 years | 37.46 | 53.18 | 70% |
| Returns for 10 years | -23.99 | 66.84 | -36% |
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