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LKSMX vs VMGIX
LKSMX vs VMGIX Comparison
Open Charts LKSMX vs VMGIX
LKCM Small-Mid Cap Equity Institutional
Price$11.49
Change-$0.15 (-1.29%)
VolumeN/A
Net Assets41.46M
Vanguard Mid-Cap Growth Index Investor
Price$112.37
Change-$2.15 (-1.88%)
VolumeN/A
Net Assets31.45B
LKSMX vs VMGIX Comparison Chart in %
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LKSMX vs. VMGIX commentary
Aug 02, 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 Buy.
FUNDAMENTALS
Fundamentals
VMGIX has more cash in the bank: 31.5B vs. LKSMX (41.5M). VMGIX pays higher dividends than LKSMX: VMGIX (0.51) vs LKSMX (0.00). LKSMX was incepted earlier than VMGIX: LKSMX (14 years) vs VMGIX (19 years). LKSMX (1.41) is less costly to investors than VMGIX (0.19). LKSMX is a more actively managed with annual turnover of: 31.00 vs. VMGIX (21.00). 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 : 27.66 vs. LKSMX (13.01). VMGIX return over 5 years is better than : 64.80 vs. LKSMX (19.88).
| LKSMX | VMGIX | LKSMX / VMGIX | |
| Total Expense Ratio | 1.01 | 0.19 | 532% |
| Annual Report Gross Expense Ratio | 1.41 | 0.19 | 742% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 1.571 | 14.768 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5M | 31.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.51 | - |
| Returns for 1 year | 13.01 | 27.66 | 47% |
| Returns for 3 years | 23.83 | 48.66 | 49% |
| Returns for 5 years | 19.88 | 64.80 | 31% |
| Returns for 10 years | -12.35 | 173.73 | -7% |
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