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LSMIX vs PMBPX
LSMIX vs PMBPX Comparison
Open Charts LSMIX vs PMBPX
Loomis Sayles Small/Mid Cap Growth Instl
Price$12.39
Change+$0.26 (+2.14%)
VolumeN/A
Net Assets209.21M
LSMIX vs PMBPX Comparison Chart
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LSMIX vs. PMBPX commentary
Apr 25, 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: 28.9B vs. LSMIX (209M). PMBPX pays higher dividends than LSMIX: PMBPX (0.01) vs LSMIX (0.00). LSMIX was incepted earlier than PMBPX: LSMIX (10 years) vs PMBPX (24 years). LSMIX (0.95) is less costly to investors than PMBPX (0.84). 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 : 6.75 vs. LSMIX (-0.08). PMBPX return over 5 years is better than : 68.04 vs. LSMIX (32.42).
| LSMIX | PMBPX | LSMIX / PMBPX | |
| Total Expense Ratio | 0.85 | 0.84 | 101% |
| Annual Report Gross Expense Ratio | 0.95 | 0.84 | 113% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -11.266 | -3.037 | 371% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 28.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -0.08 | 6.75 | -1% |
| Returns for 3 years | -0.25 | 21.73 | -1% |
| Returns for 5 years | 32.42 | 68.04 | 48% |
| Returns for 10 years | N/A | 82.65 | - |
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