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KAUAX vs PMBPX
KAUAX vs PMBPX Comparison
Open Charts KAUAX vs PMBPX
Federated Hermes Kaufmann A
Price$5.80
Change-$0.08 (-1.36%)
VolumeN/A
Net Assets4.96B
KAUAX vs PMBPX Comparison Chart
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KAUAX vs. PMBPX commentary
Jun 16, 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: 30.6B vs. KAUAX (4.96B). 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 : 10.26 vs. KAUAX (3.02). PMBPX return over 5 years is better than : 54.31 vs. KAUAX (-8.08).
| 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 | 5.072 | 1.933 | 262% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.96B | 30.6B | 16% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 3.02 | 10.26 | 29% |
| Returns for 3 years | 32.72 | 49.52 | 66% |
| Returns for 5 years | -8.08 | 54.31 | -15% |
| Returns for 10 years | -10.49 | 92.68 | -11% |
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