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LKSMX vs VMGIX
LKSMX vs VMGIX Comparison
Open Charts LKSMX vs VMGIX
LKCM Small-Mid Cap Equity Institutional
Price$11.24
Change-$0.25 (-2.18%)
VolumeN/A
Net Assets39.67M
Vanguard Mid-Cap Growth Index Investor
Price$102.95
Change-$2.96 (-2.79%)
VolumeN/A
Net Assets29.72B
LKSMX vs VMGIX Comparison Chart
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LKSMX vs. VMGIX 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 VMGIX is a Hold.
FUNDAMENTALS
Fundamentals
VMGIX has more cash in the bank: 29.7B vs. LKSMX (39.7M). VMGIX pays higher dividends than LKSMX: VMGIX (0.57) vs LKSMX (0.00). LKSMX was incepted earlier than VMGIX: LKSMX (14 years) vs VMGIX (19 years). LKSMX is a more actively managed with annual turnover of: 32.00 vs. VMGIX (14.00). LKSMX has a lower initial minimum investment than VMGIX: LKSMX (2000) vs VMGIX (3000). VMGIX annual gain was more profitable for investors over the last year : 15.74 vs. LKSMX (8.39). VMGIX return over 5 years is better than : 56.40 vs. LKSMX (19.32).
| LKSMX | VMGIX | LKSMX / VMGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -1.920 | 3.125 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.7M | 29.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | 8.39 | 15.74 | 53% |
| Returns for 3 years | 15.05 | 24.10 | 62% |
| Returns for 5 years | 19.32 | 56.40 | 34% |
| Returns for 10 years | -10.22 | 148.60 | -7% |
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