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LSMIX vs PMBPX
LSMIX vs PMBPX Comparison
Open Charts LSMIX vs PMBPX
Loomis Sayles Small/Mid Cap Growth Instl
Price$13.86
Change+$0.13 (+0.95%)
VolumeN/A
Net Assets239.11M
LSMIX vs PMBPX Comparison Chart in %
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LSMIX vs. PMBPX commentary
Jul 04, 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: 31.8B 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 : 14.22 vs. LSMIX (7.69). PMBPX return over 5 years is better than : 57.95 vs. LSMIX (26.78).
| 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 | 0.439 | 5.936 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 31.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 7.69 | 14.22 | 54% |
| Returns for 3 years | 29.28 | 50.81 | 58% |
| Returns for 5 years | 26.78 | 57.95 | 46% |
| Returns for 10 years | 38.24 | 102.35 | 37% |
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