KAUAX
Price
$6.17
Change
+$0.05 (+0.82%)
Updated
Jul 25 closing price
Net Assets
5.13B
PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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KAUAX vs PMBJX

Header iconKAUAX vs PMBJX Comparison
Open Charts KAUAX vs PMBJXBanner chart's image
Federated Hermes Kaufmann A
Price$6.17
Change+$0.05 (+0.82%)
VolumeN/A
Net Assets5.13B
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
KAUAX vs PMBJX Comparison Chart in %
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KAUAX vs. PMBJX 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. KAUAX (5.13B). PMBJX pays higher dividends than KAUAX: PMBJX (0.06) vs KAUAX (0.00). KAUAX was incepted earlier than PMBJX: KAUAX (24 years) vs PMBJX (24 years). KAUAX (1.97) is less costly to investors than PMBJX (0.78). KAUAX is a more actively managed with annual turnover of: 34.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than KAUAX: PMBJX (1000) vs KAUAX (1500). PMBJX annual gain was more profitable for investors over the last year : 13.47 vs. KAUAX (7.68). PMBJX return over 5 years is better than : 55.02 vs. KAUAX (-10.19).
KAUAXPMBJXKAUAX / PMBJX
Total Expense Ratio1.960.78251%
Annual Report Gross Expense Ratio1.970.78253%
Fund Existence24 years24 years-
Gain YTD11.7758.650136%
Front Load6%N/A-
Min. Initial Investment15001000150%
Min. Initial Investment IRAN/AN/A-
Net Assets5.13B33.2B15%
Annual Yield % from dividends0.000.06-
Returns for 1 year7.6813.4757%
Returns for 3 years29.6248.8861%
Returns for 5 years-10.1955.02-19%
Returns for 10 years-5.66103.26-5%
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