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LSMIX vs PMBPX
LSMIX vs PMBPX Comparison
Open Charts LSMIX vs PMBPX
Loomis Sayles Small/Mid Cap Growth Instl
Price$13.76
Change-$0.44 (-3.10%)
VolumeN/A
Net Assets235.78M
LSMIX vs PMBPX Comparison Chart
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LSMIX vs. PMBPX commentary
Feb 23, 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 PMBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.6B vs. LSMIX (236M). LSMIX (0.00) and PMBPX (0.00) have matching dividends . LSMIX was incepted earlier than PMBPX: LSMIX (10 years) vs PMBPX (24 years). LSMIX is a more actively managed with annual turnover of: 63.00 vs. PMBPX (10.10). PMBPX has a lower initial minimum investment than LSMIX: PMBPX (0) vs LSMIX (100000). LSMIX (12.88) and PMBPX (12.43) have marching annual gain over last year. PMBPX return over 5 years is better than : 35.10 vs. LSMIX (22.64).
| LSMIX | PMBPX | LSMIX / PMBPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 0.658 | 1.864 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 29.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 12.88 | 12.43 | 104% |
| Returns for 3 years | 10.26 | 27.85 | 37% |
| Returns for 5 years | 22.64 | 35.10 | 64% |
| Returns for 10 years | N/A | 92.30 | - |