LSMNX
Price
$13.97
Change
-$0.03 (-0.21%)
Updated
Sep 3 closing price
Net Assets
243.39M
PMBMX
Price
$43.31
Change
-$0.28 (-0.64%)
Updated
Sep 3 closing price
Net Assets
33.11B
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LSMNX vs PMBMX

Header iconLSMNX vs PMBMX Comparison
Open Charts LSMNX vs PMBMXBanner chart's image
Loomis Sayles Small/Mid Cap Growth N
Price$13.97
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets243.39M
Principal MidCap R3
Price$43.31
Change-$0.28 (-0.64%)
VolumeN/A
Net Assets33.11B
LSMNX vs PMBMX Comparison Chart in %
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LSMNX vs. PMBMX commentary
Sep 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 LSMNX is a Hold and PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.1B vs. LSMNX (243M). PMBMX pays higher dividends than LSMNX: PMBMX (0.02) vs LSMNX (0.00). LSMNX was incepted earlier than PMBMX: LSMNX (6 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than LSMNX (0.93). LSMNX is a more actively managed with annual turnover of: 74.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than LSMNX: PMBMX (0) vs LSMNX (1000000). PMBMX annual gain was more profitable for investors over the last year : 7.84 vs. LSMNX (6.38). PMBMX return over 5 years is better than : 43.66 vs. LSMNX (21.32).
LSMNXPMBMXLSMNX / PMBMX
Total Expense Ratio0.831.1473%
Annual Report Gross Expense Ratio0.931.1482%
Fund Existence6 years25 years-
Gain YTD2.3396.70735%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets243M33.1B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year6.387.8481%
Returns for 3 years26.7043.8061%
Returns for 5 years21.3243.6649%
Returns for 10 yearsN/A105.76-
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