LSMIX
Price
$13.73
Change
-$0.26 (-1.86%)
Updated
Nov 20 closing price
Net Assets
239.92M
PMAQX
Price
$44.16
Change
-$0.27 (-0.61%)
Updated
Nov 20 closing price
Net Assets
30.82B
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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$13.73
Change-$0.26 (-1.86%)
VolumeN/A
Net Assets239.92M
Principal MidCap R6
Price$44.16
Change-$0.27 (-0.61%)
VolumeN/A
Net Assets30.82B
LSMIX vs PMAQX Comparison Chart in %
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LSMIX vs. PMAQX commentary
Nov 21, 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 PMAQX is a Hold.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 30.8B vs. LSMIX (240M). PMAQX pays higher dividends than LSMIX: PMAQX (0.20) 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). LSMIX annual gain was more profitable for investors over the last year : -2.56 vs. PMAQX (-6.57). PMAQX return over 5 years is better than : 28.52 vs. LSMIX (4.25).
LSMIXPMAQXLSMIX / PMAQX
Total Expense Ratio0.850.59144%
Annual Report Gross Expense Ratio0.950.59161%
Fund Existence10 years9 years-
Gain YTD0.439-0.448-98%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets240M30.8B1%
Annual Yield % from dividends0.000.20-
Returns for 1 year-2.56-6.5739%
Returns for 3 years21.7234.0864%
Returns for 5 years4.2528.5215%
Returns for 10 years44.03N/A-
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