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KAUAX vs PMBCX
KAUAX vs PMBCX Comparison
Open Charts KAUAX vs PMBCX
Federated Hermes Kaufmann A
Price$5.80
Change-$0.08 (-1.36%)
VolumeN/A
Net Assets4.96B
KAUAX vs PMBCX Comparison Chart
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KAUAX vs. PMBCX commentary
Jun 16, 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 PMBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.6B vs. KAUAX (4.96B). KAUAX (0.00) and PMBCX (0.00) have matching dividends . KAUAX was incepted earlier than PMBCX: KAUAX (24 years) vs PMBCX (18 years). KAUAX (1.97) is less costly to investors than PMBCX (1.75). KAUAX is a more actively managed with annual turnover of: 34.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than KAUAX: PMBCX (1000) vs KAUAX (1500). PMBCX annual gain was more profitable for investors over the last year : 9.12 vs. KAUAX (3.02). PMBCX return over 5 years is better than : 42.73 vs. KAUAX (-8.08).
| KAUAX | PMBCX | KAUAX / PMBCX | |
| Total Expense Ratio | 1.96 | 1.75 | 112% |
| Annual Report Gross Expense Ratio | 1.97 | 1.75 | 113% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 5.072 | 1.538 | 330% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.96B | 30.6B | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.02 | 9.12 | 33% |
| Returns for 3 years | 32.72 | 42.85 | 76% |
| Returns for 5 years | -8.08 | 42.73 | -19% |
| Returns for 10 years | -10.49 | 65.54 | -16% |
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| 1 Day | |||
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| CAOS | 89.02 | 0.17 | +0.19% |
| Alpha Architect Tail Risk ETF | |||
| PFD | 11.12 | -0.06 | -0.51% |
| Flaherty & Crumrine Preferred and Income Fund | |||
| YCL | 23.39 | -0.12 | -0.51% |
| ProShares Ultra Yen | |||
| IUSV | 92.53 | -0.99 | -1.06% |
| iShares Core S&P US Value ETF | |||
| GSEW | 79.52 | -0.94 | -1.17% |
| Goldman Sachs Equal Wght US Lg Cp Eq ETF | |||