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LKSMX vs RPTIX
LKSMX vs RPTIX Comparison
Open Charts LKSMX vs RPTIX
LKCM Small-Mid Cap Equity Institutional
Price$11.14
Change+$0.02 (+0.18%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Mid-Cap Growth I
Price$110.77
Change-$0.23 (-0.21%)
VolumeN/A
CapitalizationN/A
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LKSMX vs RPTIX Comparison Chart
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LKSMX vs. RPTIX commentary
Oct 18, 2024
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 RPTIX is a Buy.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 31.5B vs. LKSMX (36.9M). RPTIX pays higher dividends than LKSMX: RPTIX (0.18) vs LKSMX (0.00). LKSMX was incepted earlier than RPTIX: LKSMX (13 years) vs RPTIX (9 years). LKSMX is a more actively managed with annual turnover of: 32.00 vs. RPTIX (21.70). LKSMX has a lower initial minimum investment than RPTIX: LKSMX (2000) vs RPTIX (500000). LKSMX annual gain was more profitable for investors over the last year : 29.69 vs. RPTIX (17.04). RPTIX return over 5 years is better than : 18.91 vs. LKSMX (15.68).
| LKSMX | RPTIX | LKSMX / RPTIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 12.412 | 10.494 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.9M | 31.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.18 | - |
| Returns for 1 year | 29.69 | 17.04 | 174% |
| Returns for 3 years | -14.50 | -12.97 | 112% |
| Returns for 5 years | 15.68 | 18.91 | 83% |
| Returns for 10 years | -4.70 | N/A | - |
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