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KAUAX vs PMBPX
KAUAX vs PMBPX Comparison
Open Charts KAUAX vs PMBPX
Federated Hermes Kaufmann A
Price$6.05
Change+$0.07 (+1.17%)
VolumeN/A
Net Assets5.01B
KAUAX vs PMBPX Comparison Chart in %
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KAUAX vs. PMBPX 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 PMBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. KAUAX (5.01B). PMBPX pays higher dividends than KAUAX: PMBPX (0.01) vs KAUAX (0.00). KAUAX was incepted earlier than PMBPX: KAUAX (24 years) vs PMBPX (25 years). KAUAX (1.97) is less costly to investors than PMBPX (0.83). KAUAX is a more actively managed with annual turnover of: 34.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than KAUAX: PMBPX (0) vs KAUAX (1500). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. KAUAX (6.70). PMBPX return over 5 years is better than : 59.60 vs. KAUAX (-9.70).
| KAUAX | PMBPX | KAUAX / PMBPX | |
| Total Expense Ratio | 1.96 | 0.83 | 236% |
| Annual Report Gross Expense Ratio | 1.97 | 0.83 | 237% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 9.601 | 7.041 | 136% |
| 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 | 0.01 | - |
| Returns for 1 year | 6.70 | 15.41 | 43% |
| Returns for 3 years | 30.39 | 52.39 | 58% |
| Returns for 5 years | -9.70 | 59.60 | -16% |
| Returns for 10 years | -6.35 | 104.46 | -6% |
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