LSMIX
Price
$13.72
Change
-$0.01 (-0.07%)
Updated
Jul 28 closing price
Net Assets
239.06M
PMAQX
Price
$48.30
Change
-$0.24 (-0.49%)
Updated
Jul 28 closing price
Net Assets
33.21B
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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$13.72
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets239.06M
Principal MidCap R6
Price$48.30
Change-$0.24 (-0.49%)
VolumeN/A
Net Assets33.21B
LSMIX vs PMAQX Comparison Chart in %
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LSMIX vs. PMAQX commentary
Jul 29, 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: 33.2B 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 : 12.12 vs. LSMIX (4.57). PMAQX return over 5 years is better than : 56.11 vs. LSMIX (20.23).
LSMIXPMAQXLSMIX / PMAQX
Total Expense Ratio0.850.59144%
Annual Report Gross Expense Ratio0.950.59161%
Fund Existence10 years9 years-
Gain YTD0.4398.7615%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets239M33.2B1%
Annual Yield % from dividends0.000.19-
Returns for 1 year4.5712.1238%
Returns for 3 years17.8542.5442%
Returns for 5 years20.2356.1136%
Returns for 10 years35.92N/A-
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