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LSMIX vs PEMGX
LSMIX vs PEMGX Comparison
Open Charts LSMIX vs PEMGX
Loomis Sayles Small/Mid Cap Growth Instl
Price$14.18
Change-$0.14 (-0.98%)
VolumeN/A
CapitalizationN/A
LSMIX vs PEMGX Comparison Chart
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LSMIX vs. PEMGX commentary
Dec 19, 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 LSMIX is a Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.7B vs. LSMIX (214M). LSMIX (0.00) and PEMGX (0.00) have matching dividends . LSMIX was incepted earlier than PEMGX: LSMIX (9 years) vs PEMGX (19 years). LSMIX is a more actively managed with annual turnover of: 63.00 vs. PEMGX (10.10). 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 : 24.17 vs. PEMGX (21.23). PEMGX return over 5 years is better than : 47.22 vs. LSMIX (34.03).
| LSMIX | PEMGX | LSMIX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 22.136 | 20.071 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 29.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 24.17 | 21.23 | 114% |
| Returns for 3 years | -9.57 | 13.84 | -69% |
| Returns for 5 years | 34.03 | 47.22 | 72% |
| Returns for 10 years | N/A | 104.40 | - |