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LKSMX vs PMBPX
LKSMX vs PMBPX Comparison
Open Charts LKSMX vs PMBPX
LKCM Small-Mid Cap Equity Institutional
Price$11.24
Change-$0.25 (-2.18%)
VolumeN/A
Net Assets39.67M
LKSMX vs PMBPX Comparison Chart
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LKSMX vs. PMBPX commentary
Feb 23, 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 PMBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.6B vs. LKSMX (39.7M). LKSMX (0.00) and PMBPX (0.00) have matching dividends . LKSMX was incepted earlier than PMBPX: LKSMX (14 years) vs PMBPX (24 years). LKSMX is a more actively managed with annual turnover of: 32.00 vs. PMBPX (10.10). 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 : 12.43 vs. LKSMX (8.39). PMBPX return over 5 years is better than : 35.10 vs. LKSMX (19.32).
| LKSMX | PMBPX | LKSMX / PMBPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -1.920 | 1.864 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.7M | 29.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.39 | 12.43 | 68% |
| Returns for 3 years | 15.05 | 27.85 | 54% |
| Returns for 5 years | 19.32 | 35.10 | 55% |
| Returns for 10 years | -10.22 | 92.30 | -11% |
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