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LSMIX vs PMBPX
LSMIX vs PMBPX Comparison
Open Charts LSMIX vs PMBPX
Loomis Sayles Small/Mid Cap Growth Instl
Price$13.47
Change+$0.21 (+1.58%)
VolumeN/A
Net Assets231.61M
LSMIX vs PMBPX Comparison Chart
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LSMIX vs. PMBPX commentary
Jun 07, 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: 30.9B vs. LSMIX (232M). 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). PMBPX has a lower initial minimum investment than LSMIX: PMBPX (0) vs LSMIX (100000). PMBPX annual gain was more profitable for investors over the last year : 11.61 vs. LSMIX (4.82). PMBPX return over 5 years is better than : 46.09 vs. LSMIX (23.46).
| 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 | -2.999 | 2.922 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 30.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 4.82 | 11.61 | 42% |
| Returns for 3 years | 14.61 | 34.38 | 42% |
| Returns for 5 years | 23.46 | 46.09 | 51% |
| Returns for 10 years | N/A | 95.57 | - |
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