LSMIX
Price
$14.36
Change
+$0.05 (+0.35%)
Updated
Sep 15 closing price
Net Assets
248.01M
PMBCX
Price
$37.43
Change
-$0.06 (-0.16%)
Updated
Sep 15 closing price
Net Assets
33.25B
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LSMIX vs PMBCX

Header iconLSMIX vs PMBCX Comparison
Open Charts LSMIX vs PMBCXBanner chart's image
Loomis Sayles Small/Mid Cap Growth Instl
Price$14.36
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets248.01M
Principal MidCap C
Price$37.43
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets33.25B
LSMIX vs PMBCX Comparison Chart in %
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LSMIX vs. PMBCX commentary
Sep 16, 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 PMBCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 33.2B vs. LSMIX (248M). LSMIX (0.00) and PMBCX (0.00) have matching dividends . LSMIX was incepted earlier than PMBCX: LSMIX (10 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than LSMIX (0.95). LSMIX is a more actively managed with annual turnover of: 74.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than LSMIX: PMBCX (1000) vs LSMIX (100000). LSMIX annual gain was more profitable for investors over the last year : 9.49 vs. PMBCX (6.87). PMBCX return over 5 years is better than : 39.26 vs. LSMIX (26.08).
LSMIXPMBCXLSMIX / PMBCX
Total Expense Ratio0.851.7549%
Annual Report Gross Expense Ratio0.951.7554%
Fund Existence10 years19 years-
Gain YTD4.6826.80969%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets248M33.2B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year9.496.87138%
Returns for 3 years27.4338.8571%
Returns for 5 years26.0839.2666%
Returns for 10 years49.8083.5960%
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