KAUAX
Price
$6.17
Change
+$0.05 (+0.82%)
Updated
Jul 25 closing price
Net Assets
5.13B
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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KAUAX vs PMBMX

Header iconKAUAX vs PMBMX Comparison
Open Charts KAUAX vs PMBMXBanner chart's image
Federated Hermes Kaufmann A
Price$6.17
Change+$0.05 (+0.82%)
VolumeN/A
Net Assets5.13B
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
KAUAX vs PMBMX Comparison Chart in %
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KAUAX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. KAUAX (5.13B). 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 : 13.04 vs. KAUAX (7.68). PMBMX return over 5 years is better than : 52.44 vs. KAUAX (-10.19).
KAUAXPMBMXKAUAX / PMBMX
Total Expense Ratio1.961.14172%
Annual Report Gross Expense Ratio1.971.14173%
Fund Existence24 years25 years-
Gain YTD11.7758.421140%
Front Load6%N/A-
Min. Initial Investment15000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.13B33.2B15%
Annual Yield % from dividends0.000.02-
Returns for 1 year7.6813.0459%
Returns for 3 years29.6247.2763%
Returns for 5 years-10.1952.44-19%
Returns for 10 years-5.6697.42-6%
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