LSMIX
Price
$13.72
Change
-$0.01 (-0.07%)
Updated
Jul 28 closing price
Net Assets
239.06M
PMBPX
Price
$46.97
Change
-$0.23 (-0.49%)
Updated
Jul 28 closing price
Net Assets
33.21B
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LSMIX vs PMBPX

Header iconLSMIX vs PMBPX Comparison
Open Charts LSMIX vs PMBPXBanner chart's image
Loomis Sayles Small/Mid Cap Growth Instl
Price$13.72
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets239.06M
Principal MidCap R5
Price$46.97
Change-$0.23 (-0.49%)
VolumeN/A
Net Assets33.21B
LSMIX vs PMBPX Comparison Chart in %
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LSMIX vs. PMBPX commentary
Jul 29, 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.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. LSMIX (239M). 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). PMBPX annual gain was more profitable for investors over the last year : 11.75 vs. LSMIX (4.57). PMBPX return over 5 years is better than : 53.61 vs. LSMIX (20.23).
LSMIXPMBPXLSMIX / PMBPX
Total Expense Ratio0.850.83102%
Annual Report Gross Expense Ratio0.950.83114%
Fund Existence10 years25 years-
Gain YTD0.4398.6065%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets239M33.2B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year4.5711.7539%
Returns for 3 years17.8541.1643%
Returns for 5 years20.2353.6138%
Returns for 10 years35.92103.9735%
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