Interact to see
Advertisement
Advertisement
KAUAX vs PEMGX
KAUAX vs PEMGX Comparison
Open Charts KAUAX vs PEMGX
Federated Hermes Kaufmann A
Price$6.21
Change+$0.06 (+0.98%)
VolumeN/A
Net Assets5.07B
KAUAX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
KAUAX vs. PEMGX 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 PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.8B vs. KAUAX (5.07B). 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 : 2.42 vs. KAUAX (2.14). PEMGX return over 5 years is better than : 47.58 vs. KAUAX (-9.74).
| KAUAX | PEMGX | KAUAX / PEMGX | |
| Total Expense Ratio | 1.96 | 0.91 | 215% |
| Annual Report Gross Expense Ratio | 1.97 | 0.91 | 216% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 12.500 | 5.373 | 233% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.07B | 32.8B | 15% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.14 | 2.42 | 88% |
| Returns for 3 years | 39.24 | 55.61 | 71% |
| Returns for 5 years | -9.74 | 47.58 | -20% |
| Returns for 10 years | 12.09 | 119.45 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TAREX | 26.49 | 0.34 | +1.30% |
| Third Avenue Real Estate Value Instl | |||
| LFVAX | 26.45 | 0.20 | +0.76% |
| Lord Abbett Focused Small Cap Value A | |||
| RSEAX | 18.31 | 0.10 | +0.55% |
| Russell Inv US Strategic Equity A | |||
| GBLAX | 40.81 | 0.17 | +0.42% |
| American Funds Global Balanced A | |||
| STDFX | 48.20 | 0.07 | +0.15% |
| Allspring Large Cap Growth Admin | |||