LSMIX
Price
$14.44
Change
+$0.21 (+1.48%)
Updated
Oct 8 closing price
Net Assets
246.31M
PMAQX
Price
$46.83
Change
+$0.02 (+0.04%)
Updated
Oct 8 closing price
Net Assets
32.87B
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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$14.44
Change+$0.21 (+1.48%)
VolumeN/A
Net Assets246.31M
Principal MidCap R6
Price$46.83
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets32.87B
LSMIX vs PMAQX Comparison Chart in %
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LSMIX vs. PMAQX commentary
Oct 09, 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: 32.9B vs. LSMIX (246M). 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). LSMIX annual gain was more profitable for investors over the last year : 7.04 vs. PMAQX (2.93). PMAQX return over 5 years is better than : 41.18 vs. LSMIX (14.06).
LSMIXPMAQXLSMIX / PMAQX
Total Expense Ratio0.850.59144%
Annual Report Gross Expense Ratio0.950.59161%
Fund Existence10 years9 years-
Gain YTD5.6334.885115%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets246M32.9B1%
Annual Yield % from dividends0.000.19-
Returns for 1 year7.042.93241%
Returns for 3 years36.1055.1365%
Returns for 5 years14.0641.1834%
Returns for 10 years53.73N/A-
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