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LSMIX vs PMBPX
LSMIX vs PMBPX Comparison
Open Charts LSMIX vs PMBPX
Loomis Sayles Small/Mid Cap Growth Instl
Price$14.16
Change+$0.20 (+1.43%)
VolumeN/A
Net Assets248.69M
LSMIX vs PMBPX Comparison Chart in %
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LSMIX vs. PMBPX commentary
Sep 08, 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 PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. LSMIX (249M). PMBPX pays higher dividends than LSMIX: PMBPX (0.01) vs LSMIX (0.00). LSMIX was incepted earlier than PMBPX: LSMIX (10 years) vs PMBPX (25 years). LSMIX (0.95) is less costly to investors than PMBPX (0.83). LSMIX is a more actively managed with annual turnover of: 74.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than LSMIX: PMBPX (0) vs LSMIX (100000). LSMIX (9.24) and PMBPX (9.16) have marching annual gain over last year. PMBPX return over 5 years is better than : 47.38 vs. LSMIX (24.00).
| LSMIX | PMBPX | LSMIX / PMBPX | |
| Total Expense Ratio | 0.85 | 0.83 | 102% |
| Annual Report Gross Expense Ratio | 0.95 | 0.83 | 114% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 4.682 | 7.018 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 33B | 1% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 9.24 | 9.16 | 101% |
| Returns for 3 years | 30.45 | 46.04 | 66% |
| Returns for 5 years | 24.00 | 47.38 | 51% |
| Returns for 10 years | 50.90 | 111.63 | 46% |
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