KAUAX
Price
$6.17
Change
+$0.05 (+0.82%)
Updated
Jul 25 closing price
Net Assets
5.13B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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KAUAX vs PMBPX

Header iconKAUAX vs PMBPX Comparison
Open Charts KAUAX vs PMBPXBanner chart's image
Federated Hermes Kaufmann A
Price$6.17
Change+$0.05 (+0.82%)
VolumeN/A
Net Assets5.13B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
KAUAX vs PMBPX Comparison Chart in %
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KAUAX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. KAUAX (5.13B). 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 : 13.61 vs. KAUAX (7.68). PMBPX return over 5 years is better than : 56.25 vs. KAUAX (-10.19).
KAUAXPMBPXKAUAX / PMBPX
Total Expense Ratio1.960.83236%
Annual Report Gross Expense Ratio1.970.83237%
Fund Existence24 years25 years-
Gain YTD11.7758.606137%
Front Load6%N/A-
Min. Initial Investment15000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.13B33.2B15%
Annual Yield % from dividends0.000.01-
Returns for 1 year7.6813.6156%
Returns for 3 years29.6249.3860%
Returns for 5 years-10.1956.25-18%
Returns for 10 years-5.66107.27-5%
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