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KAUAX vs PCBIX
KAUAX vs PCBIX Comparison
Open Charts KAUAX vs PCBIX
Federated Hermes Kaufmann A
Price$6.21
Change+$0.06 (+0.98%)
VolumeN/A
Net Assets5.07B
Principal MidCap Institutional
Price$47.05
Change+$0.35 (+0.75%)
VolumeN/A
Net Assets32.79B
KAUAX vs PCBIX Comparison Chart in %
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KAUAX vs. PCBIX commentary
Sep 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 KAUAX is a Hold and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.8B vs. KAUAX (5.07B). PCBIX pays higher dividends than KAUAX: PCBIX (0.12) vs KAUAX (0.00). KAUAX was incepted earlier than PCBIX: KAUAX (24 years) vs PCBIX (25 years). KAUAX (1.97) is less costly to investors than PCBIX (0.67). KAUAX is a more actively managed with annual turnover of: 34.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than KAUAX: PCBIX (0) vs KAUAX (1500). PCBIX annual gain was more profitable for investors over the last year : 2.82 vs. KAUAX (2.14). PCBIX return over 5 years is better than : 50.47 vs. KAUAX (-9.74).
| KAUAX | PCBIX | KAUAX / PCBIX | |
| Total Expense Ratio | 1.96 | 0.67 | 293% |
| Annual Report Gross Expense Ratio | 1.97 | 0.67 | 294% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 12.500 | 5.564 | 225% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.07B | 32.8B | 15% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 2.14 | 2.82 | 76% |
| Returns for 3 years | 39.24 | 57.35 | 68% |
| Returns for 5 years | -9.74 | 50.47 | -19% |
| Returns for 10 years | 12.09 | 128.47 | 9% |
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