KAUAX
Price
$6.17
Change
+$0.05 (+0.82%)
Updated
Jul 25 closing price
Net Assets
5.13B
PEMGX
Price
$46.27
Change
+$0.32 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$6.17
Change+$0.05 (+0.82%)
VolumeN/A
Net Assets5.13B
Principal MidCap A
Price$46.27
Change+$0.32 (+0.70%)
VolumeN/A
Net Assets33.21B
KAUAX vs PEMGX Comparison Chart in %
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KAUAX vs. PEMGX commentary
Jul 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 Buy and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. KAUAX (5.13B). 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 : 13.43 vs. KAUAX (7.68). PEMGX return over 5 years is better than : 55.06 vs. KAUAX (-10.19).
KAUAXPEMGXKAUAX / PEMGX
Total Expense Ratio1.960.91215%
Annual Report Gross Expense Ratio1.970.91216%
Fund Existence24 years20 years-
Gain YTD11.7758.564137%
Front Load6%6%100%
Min. Initial Investment15001000150%
Min. Initial Investment IRAN/AN/A-
Net Assets5.13B33.2B15%
Annual Yield % from dividends0.000.00-
Returns for 1 year7.6813.4357%
Returns for 3 years29.6248.7861%
Returns for 5 years-10.1955.06-19%
Returns for 10 years-5.66103.87-5%
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