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KAUAX vs PMBMX
KAUAX vs PMBMX Comparison
Open Charts KAUAX vs PMBMX
Federated Hermes Kaufmann A
Price$6.17
Change+$0.05 (+0.82%)
VolumeN/A
Net Assets5.13B
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.
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).
| 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 | 11.775 | 8.421 | 140% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 33.2B | 15% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 7.68 | 13.04 | 59% |
| Returns for 3 years | 29.62 | 47.27 | 63% |
| Returns for 5 years | -10.19 | 52.44 | -19% |
| Returns for 10 years | -5.66 | 97.42 | -6% |
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