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KAUCX vs PCBIX
KAUCX vs PCBIX Comparison
Open Charts KAUCX vs PCBIX
Federated Hermes Kaufmann C
Price$4.17
Change+$0.04 (+0.97%)
VolumeN/A
Net Assets5.12B
Principal MidCap Institutional
Price$47.05
Change+$0.35 (+0.75%)
VolumeN/A
Net Assets33.04B
KAUCX vs PCBIX Comparison Chart in %
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KAUCX vs. PCBIX commentary
Sep 28, 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 KAUCX is a Hold and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. KAUCX (5.12B). PCBIX pays higher dividends than KAUCX: PCBIX (0.12) vs KAUCX (0.00). KAUCX was incepted earlier than PCBIX: KAUCX (24 years) vs PCBIX (25 years). KAUCX (2.47) is less costly to investors than PCBIX (0.67). KAUCX is a more actively managed with annual turnover of: 34.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than KAUCX: PCBIX (0) vs KAUCX (1500). PCBIX annual gain was more profitable for investors over the last year : 2.82 vs. KAUCX (-2.80). PCBIX return over 5 years is better than : 50.47 vs. KAUCX (-21.02).
| KAUCX | PCBIX | KAUCX / PCBIX | |
| Total Expense Ratio | 2.47 | 0.67 | 369% |
| Annual Report Gross Expense Ratio | 2.47 | 0.67 | 369% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 12.097 | 5.564 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.12B | 33B | 16% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | -2.80 | 2.82 | -99% |
| Returns for 3 years | 29.91 | 57.35 | 52% |
| Returns for 5 years | -21.02 | 50.47 | -42% |
| Returns for 10 years | -15.59 | 128.47 | -12% |
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