LSMNX
Price
$12.03
Change
+$0.06 (+0.50%)
Updated
Apr 17 closing price
Net Assets
207.05M
PMBPX
Price
$41.52
Change
+$0.15 (+0.36%)
Updated
Apr 17 closing price
Net Assets
28.35B
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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$12.03
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets207.05M
Principal MidCap R5
Price$41.52
Change+$0.15 (+0.36%)
VolumeN/A
Net Assets28.35B
LSMNX vs PMBPX Comparison Chart
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LSMNX vs. PMBPX commentary
Apr 19, 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: 28.4B vs. LSMNX (207M). PMBPX pays higher dividends than LSMNX: PMBPX (0.01) vs LSMNX (0.00). LSMNX was incepted earlier than PMBPX: LSMNX (6 years) vs PMBPX (24 years). LSMNX (0.93) is less costly to investors than PMBPX (0.84). 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 : 7.10 vs. LSMNX (0.59). PMBPX return over 5 years is better than : 61.51 vs. LSMNX (31.19).
LSMNXPMBPXLSMNX / PMBPX
Total Expense Ratio0.830.8499%
Annual Report Gross Expense Ratio0.930.84111%
Fund Existence6 years24 years-
Gain YTD-12.061-4.464270%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets207M28.4B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year0.597.108%
Returns for 3 years-1.8818.81-10%
Returns for 5 years31.1961.5151%
Returns for 10 yearsN/A79.35-
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