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LSMIX vs PMBCX
LSMIX vs PMBCX Comparison
Open Charts LSMIX vs PMBCX
Loomis Sayles Small/Mid Cap Growth Instl
Price$13.73
Change-$0.26 (-1.86%)
VolumeN/A
Net Assets239.92M
LSMIX vs PMBCX Comparison Chart in %
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LSMIX vs. PMBCX 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 PMBCX is a Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.8B vs. LSMIX (240M). 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 : -2.56 vs. PMBCX (-8.34). PMBCX return over 5 years is better than : 16.93 vs. LSMIX (4.25).
| LSMIX | PMBCX | LSMIX / PMBCX | |
| Total Expense Ratio | 0.85 | 1.75 | 49% |
| Annual Report Gross Expense Ratio | 0.95 | 1.75 | 54% |
| Fund Existence | 10 years | 19 years | - |
| Gain YTD | 0.439 | -1.425 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 30.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.56 | -8.34 | 31% |
| Returns for 3 years | 21.72 | 26.93 | 81% |
| Returns for 5 years | 4.25 | 16.93 | 25% |
| Returns for 10 years | 44.03 | 65.55 | 67% |
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