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KAUAX vs PMBMX
KAUAX vs PMBMX Comparison
Open Charts KAUAX vs PMBMX
Federated Hermes Kaufmann A
Price$6.05
Change+$0.07 (+1.17%)
VolumeN/A
Net Assets5.01B
KAUAX vs PMBMX Comparison Chart in %
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KAUAX vs. PMBMX 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 PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. KAUAX (5.01B). PMBMX pays higher dividends than KAUAX: PMBMX (0.02) vs KAUAX (0.00). KAUAX was incepted earlier than PMBMX: KAUAX (24 years) vs PMBMX (25 years). KAUAX (1.97) is less costly to investors than PMBMX (1.14). KAUAX is a more actively managed with annual turnover of: 34.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than KAUAX: PMBMX (0) vs KAUAX (1500). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. KAUAX (6.70). PMBMX return over 5 years is better than : 55.71 vs. KAUAX (-9.70).
| KAUAX | PMBMX | KAUAX / PMBMX | |
| Total Expense Ratio | 1.96 | 1.14 | 172% |
| Annual Report Gross Expense Ratio | 1.97 | 1.14 | 173% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 9.601 | 6.854 | 140% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 32.3B | 16% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 6.70 | 14.80 | 45% |
| Returns for 3 years | 30.39 | 50.19 | 61% |
| Returns for 5 years | -9.70 | 55.71 | -17% |
| Returns for 10 years | -6.35 | 94.74 | -7% |
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