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LSMIX vs PEMGX
LSMIX vs PEMGX Comparison
Open Charts LSMIX vs PEMGX
Loomis Sayles Small/Mid Cap Growth Instl
Price$14.44
Change+$0.21 (+1.48%)
VolumeN/A
Net Assets246.31M
LSMIX vs PEMGX Comparison Chart in %
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LSMIX vs. PEMGX commentary
Oct 09, 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 Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. LSMIX (246M). 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 (0.91) have similar cost to investors . LSMIX is a more actively managed with annual turnover of: 74.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than LSMIX: PEMGX (1000) vs LSMIX (100000). LSMIX annual gain was more profitable for investors over the last year : 7.04 vs. PEMGX (2.44). PEMGX return over 5 years is better than : 37.88 vs. LSMIX (14.06).
| LSMIX | PEMGX | LSMIX / PEMGX | |
| Total Expense Ratio | 0.85 | 0.91 | 93% |
| Annual Report Gross Expense Ratio | 0.95 | 0.91 | 104% |
| Fund Existence | 10 years | 20 years | - |
| Gain YTD | 5.633 | 4.622 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246M | 32.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.04 | 2.44 | 289% |
| Returns for 3 years | 36.10 | 53.02 | 68% |
| Returns for 5 years | 14.06 | 37.88 | 37% |
| Returns for 10 years | 53.73 | 104.45 | 51% |
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