LSMIX
Price
$13.86
Change
+$0.13 (+0.95%)
Updated
Jul 3 closing price
Net Assets
239.11M
PMAQX
Price
$47.82
Change
+$0.49 (+1.04%)
Updated
Jul 3 closing price
Net Assets
31.76B
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LSMIX vs PMAQX

Header iconLSMIX vs PMAQX Comparison
Open Charts LSMIX vs PMAQXBanner chart's image
Loomis Sayles Small/Mid Cap Growth Instl
Price$13.86
Change+$0.13 (+0.95%)
VolumeN/A
Net Assets239.11M
Principal MidCap R6
Price$47.82
Change+$0.49 (+1.04%)
VolumeN/A
Net Assets31.76B
LSMIX vs PMAQX Comparison Chart in %
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LSMIX vs. PMAQX commentary
Jul 04, 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 PMAQX is a Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 31.8B vs. LSMIX (239M). PMAQX pays higher dividends than LSMIX: PMAQX (0.19) vs LSMIX (0.00). LSMIX was incepted earlier than PMAQX: LSMIX (10 years) vs PMAQX (9 years). LSMIX (0.95) is less costly to investors than PMAQX (0.59). LSMIX is a more actively managed with annual turnover of: 74.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than LSMIX: PMAQX (0) vs LSMIX (100000). PMAQX annual gain was more profitable for investors over the last year : 14.58 vs. LSMIX (7.69). PMAQX return over 5 years is better than : 60.51 vs. LSMIX (26.78).
LSMIXPMAQXLSMIX / PMAQX
Total Expense Ratio0.850.59144%
Annual Report Gross Expense Ratio0.950.59161%
Fund Existence10 years9 years-
Gain YTD0.4396.0507%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets239M31.8B1%
Annual Yield % from dividends0.000.19-
Returns for 1 year7.6914.5853%
Returns for 3 years29.2852.2256%
Returns for 5 years26.7860.5144%
Returns for 10 years38.24N/A-
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