LSMNX
Price
$13.76
Change
+$0.17 (+1.25%)
Updated
Jun 26 closing price
Net Assets
236.42M
PMBPX
Price
$45.36
Change
+$0.40 (+0.89%)
Updated
Jun 26 closing price
Net Assets
30.94B
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LSMNX vs PMBPX

Header iconLSMNX vs PMBPX Comparison
Open Charts LSMNX vs PMBPXBanner chart's image
Loomis Sayles Small/Mid Cap Growth N
Price$13.76
Change+$0.17 (+1.25%)
VolumeN/A
Net Assets236.42M
Principal MidCap R5
Price$45.36
Change+$0.40 (+0.89%)
VolumeN/A
Net Assets30.94B
LSMNX vs PMBPX Comparison Chart in %
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LSMNX vs. PMBPX commentary
Jun 27, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. LSMNX (236M). PMBPX pays higher dividends than LSMNX: PMBPX (0.01) vs LSMNX (0.00). LSMNX was incepted earlier than PMBPX: LSMNX (6 years) vs PMBPX (25 years). LSMNX (0.93) is less costly to investors than PMBPX (0.83). LSMNX is a more actively managed with annual turnover of: 74.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than LSMNX: PMBPX (0) vs LSMNX (1000000). PMBPX annual gain was more profitable for investors over the last year : 11.82 vs. LSMNX (7.09). PMBPX return over 5 years is better than : 59.73 vs. LSMNX (30.17).
LSMNXPMBPXLSMNX / PMBPX
Total Expense Ratio0.830.83100%
Annual Report Gross Expense Ratio0.930.83112%
Fund Existence6 years25 years-
Gain YTD-0.6583.451-19%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets236M30.9B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year7.0911.8260%
Returns for 3 years24.3445.7553%
Returns for 5 years30.1759.7351%
Returns for 10 yearsN/A99.17-
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