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KAUAX vs PEMGX
KAUAX vs PEMGX Comparison
Open Charts KAUAX vs PEMGX
Federated Hermes Kaufmann A
Price$6.17
Change-$0.14 (-2.22%)
VolumeN/A
Net Assets5.13B
KAUAX vs PEMGX Comparison Chart in %
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KAUAX vs. PEMGX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. KAUAX (5.13B). KAUAX (0.00) and PEMGX (0.00) have matching dividends . KAUAX was incepted earlier than PEMGX: KAUAX (25 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). KAUAX annual gain was more profitable for investors over the last year : -2.02 vs. PEMGX (-5.01). PEMGX return over 5 years is better than : 30.49 vs. KAUAX (-12.48).
| KAUAX | PEMGX | KAUAX / PEMGX | |
| Total Expense Ratio | 1.96 | 0.91 | 215% |
| Annual Report Gross Expense Ratio | 1.97 | 0.91 | 216% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 14.312 | 2.816 | 508% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 32B | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.02 | -5.01 | 40% |
| Returns for 3 years | 30.10 | 34.17 | 88% |
| Returns for 5 years | -12.48 | 30.49 | -41% |
| Returns for 10 years | 5.34 | 103.52 | 5% |
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