LSMNX
Price
$13.66
Change
-$0.02 (-0.15%)
Updated
Aug 8 closing price
Net Assets
236.73M
PMBJX
Price
$42.94
Change
-$0.00 (-0.00%)
Updated
Aug 8 closing price
Net Assets
32.23B
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LSMNX vs PMBJX

Header iconLSMNX vs PMBJX Comparison
Open Charts LSMNX vs PMBJXBanner chart's image
Loomis Sayles Small/Mid Cap Growth N
Price$13.66
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets236.73M
Principal MidCap J
Price$42.94
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets32.23B
LSMNX vs PMBJX Comparison Chart in %
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LSMNX vs. PMBJX commentary
Aug 10, 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 LSMNX is a Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.2B vs. LSMNX (237M). PMBJX pays higher dividends than LSMNX: PMBJX (0.06) vs LSMNX (0.00). LSMNX was incepted earlier than PMBJX: LSMNX (6 years) vs PMBJX (24 years). LSMNX (0.93) is less costly to investors than PMBJX (0.78). LSMNX is a more actively managed with annual turnover of: 74.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than LSMNX: PMBJX (1000) vs LSMNX (1000000). PMBJX annual gain was more profitable for investors over the last year : 11.25 vs. LSMNX (6.89). PMBJX return over 5 years is better than : 44.23 vs. LSMNX (15.08).
LSMNXPMBJXLSMNX / PMBJX
Total Expense Ratio0.830.78106%
Annual Report Gross Expense Ratio0.930.78119%
Fund Existence6 years24 years-
Gain YTD-0.1465.219-3%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets237M32.2B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year6.8911.2561%
Returns for 3 years16.7535.6247%
Returns for 5 years15.0844.2334%
Returns for 10 yearsN/A93.75-
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