Ad is loading...
LSMIX vs PEMGX
LSMIX vs PEMGX Comparison
Open Charts LSMIX vs PEMGX
Loomis Sayles Small/Mid Cap Growth Instl
Price$14.22
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets249.24M
LSMIX vs PEMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LSMIX vs. PEMGX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.3B vs. LSMIX (249M). LSMIX (0.00) and PEMGX (0.00) have matching dividends . LSMIX was incepted earlier than PEMGX: LSMIX (10 years) vs PEMGX (20 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 : 23.54 vs. PEMGX (18.67). PEMGX return over 5 years is better than : 37.53 vs. LSMIX (28.46).
| LSMIX | PEMGX | LSMIX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 20 years | - |
| Gain YTD | 4.023 | 1.549 | 260% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 29.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 23.54 | 18.67 | 126% |
| Returns for 3 years | 7.56 | 18.15 | 42% |
| Returns for 5 years | 28.46 | 37.53 | 76% |
| Returns for 10 years | N/A | 105.29 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...