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KAUAX vs PMBJX
KAUAX vs PMBJX Comparison
Open Charts KAUAX vs PMBJX
Federated Hermes Kaufmann A
Price$6.05
Change+$0.07 (+1.17%)
VolumeN/A
Net Assets5.01B
KAUAX vs PMBJX Comparison Chart in %
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KAUAX vs. PMBJX commentary
Jul 06, 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.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. KAUAX (5.01B). 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 : 15.26 vs. KAUAX (6.70). PMBJX return over 5 years is better than : 58.39 vs. KAUAX (-9.70).
| KAUAX | PMBJX | KAUAX / PMBJX | |
| Total Expense Ratio | 1.96 | 0.78 | 251% |
| Annual Report Gross Expense Ratio | 1.97 | 0.78 | 253% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 9.601 | 7.057 | 136% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 32.3B | 16% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 6.70 | 15.26 | 44% |
| Returns for 3 years | 30.39 | 51.79 | 59% |
| Returns for 5 years | -9.70 | 58.39 | -17% |
| Returns for 10 years | -6.35 | 100.46 | -6% |
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