KAUAX
Price
$6.05
Change
+$0.07 (+1.17%)
Updated
Jul 3 closing price
Net Assets
5.01B
PEMGX
Price
$45.60
Change
+$0.47 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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KAUAX vs PEMGX

Header iconKAUAX vs PEMGX Comparison
Open Charts KAUAX vs PEMGXBanner chart's image
Federated Hermes Kaufmann A
Price$6.05
Change+$0.07 (+1.17%)
VolumeN/A
Net Assets5.01B
Principal MidCap A
Price$45.60
Change+$0.47 (+1.04%)
VolumeN/A
Net Assets32.28B
KAUAX vs PEMGX Comparison Chart in %
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KAUAX vs. PEMGX commentary
Jul 06, 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 Buy and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.3B vs. KAUAX (5.01B). KAUAX (0.00) and PEMGX (0.00) have matching dividends . KAUAX was incepted earlier than PEMGX: KAUAX (24 years) vs PEMGX (20 years). KAUAX (1.97) is less costly to investors than PEMGX (0.91). KAUAX is a more actively managed with annual turnover of: 34.00 vs. PEMGX (10.50). KAUAX (6%) and PEMGX (6%) have equivalent initial investment costs. PEMGX has a lower initial minimum investment than KAUAX: PEMGX (1000) vs KAUAX (1500). PEMGX annual gain was more profitable for investors over the last year : 15.24 vs. KAUAX (6.70). PEMGX return over 5 years is better than : 58.39 vs. KAUAX (-9.70).
KAUAXPEMGXKAUAX / PEMGX
Total Expense Ratio1.960.91215%
Annual Report Gross Expense Ratio1.970.91216%
Fund Existence24 years20 years-
Gain YTD9.6016.992137%
Front Load6%6%100%
Min. Initial Investment15001000150%
Min. Initial Investment IRAN/AN/A-
Net Assets5.01B32.3B16%
Annual Yield % from dividends0.000.00-
Returns for 1 year6.7015.2444%
Returns for 3 years30.3951.7059%
Returns for 5 years-9.7058.39-17%
Returns for 10 years-6.35101.09-6%
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