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LKSMX vs PMBPX
LKSMX vs PMBPX Comparison
Open Charts LKSMX vs PMBPX
LKCM Small-Mid Cap Equity Institutional
Price$11.30
Change-$0.24 (-2.08%)
VolumeN/A
Net Assets40.58M
LKSMX vs PMBPX Comparison Chart
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LKSMX vs. PMBPX 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 PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.3B vs. LKSMX (40.6M). 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 (1.41) is less costly to investors than PMBPX (0.83). LKSMX is a more actively managed with annual turnover of: 31.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than LKSMX: PMBPX (0) vs LKSMX (2000). LKSMX annual gain was more profitable for investors over the last year : 12.70 vs. PMBPX (10.21). PMBPX return over 5 years is better than : 67.13 vs. LKSMX (38.04).
| LKSMX | PMBPX | LKSMX / PMBPX | |
| Total Expense Ratio | 1.01 | 0.83 | 122% |
| Annual Report Gross Expense Ratio | 1.41 | 0.83 | 170% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 0.698 | 4.441 | 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 | 0.01 | - |
| Returns for 1 year | 12.70 | 10.21 | 124% |
| Returns for 3 years | 29.66 | 45.73 | 65% |
| Returns for 5 years | 38.04 | 67.13 | 57% |
| Returns for 10 years | -10.89 | 94.81 | -11% |
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