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LSMIX vs PEMGX
LSMIX vs PEMGX Comparison
Open Charts LSMIX vs PEMGX
Loomis Sayles Small/Mid Cap Growth Instl
Price$11.99
Change+$0.21 (+1.78%)
VolumeN/A
Net Assets202.86M
LSMIX vs PEMGX Comparison Chart
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LSMIX vs. PEMGX commentary
Apr 12, 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 LSMIX is a Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 27.7B vs. LSMIX (203M). LSMIX (0.00) and PEMGX (0.00) have matching dividends . LSMIX was incepted earlier than PEMGX: LSMIX (10 years) vs PEMGX (20 years). LSMIX (0.95) and PEMGX (0.95) have similar cost to investors . PEMGX has a lower initial minimum investment than LSMIX: PEMGX (1000) vs LSMIX (100000). PEMGX annual gain was more profitable for investors over the last year : 1.47 vs. LSMIX (-5.46). PEMGX return over 5 years is better than : 59.35 vs. LSMIX (31.77).
| LSMIX | PEMGX | LSMIX / PEMGX | |
| Total Expense Ratio | 0.85 | 0.95 | 89% |
| Annual Report Gross Expense Ratio | 0.95 | 0.95 | 100% |
| Fund Existence | 10 years | 20 years | - |
| Gain YTD | -13.826 | -6.194 | 223% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203M | 27.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.46 | 1.47 | -371% |
| Returns for 3 years | -3.99 | 15.68 | -25% |
| Returns for 5 years | 31.77 | 59.35 | 54% |
| Returns for 10 years | N/A | 72.59 | - |
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