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KAUCX vs PMBJX
KAUCX vs PMBJX Comparison
Open Charts KAUCX vs PMBJX
Federated Hermes Kaufmann C
Price$4.18
Change+$0.03 (+0.72%)
VolumeN/A
Net Assets5.16B
KAUCX vs PMBJX Comparison Chart in %
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KAUCX vs. PMBJX commentary
Sep 09, 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 PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33B vs. KAUCX (5.16B). PMBJX pays higher dividends than KAUCX: PMBJX (0.06) vs KAUCX (0.00). KAUCX was incepted earlier than PMBJX: KAUCX (24 years) vs PMBJX (25 years). KAUCX (2.47) is less costly to investors than PMBJX (0.78). KAUCX is a more actively managed with annual turnover of: 34.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than KAUCX: PMBJX (1000) vs KAUCX (1500). PMBJX annual gain was more profitable for investors over the last year : 9.02 vs. KAUCX (2.96). PMBJX return over 5 years is better than : 46.26 vs. KAUCX (-20.68).
| KAUCX | PMBJX | KAUCX / PMBJX | |
| Total Expense Ratio | 2.47 | 0.78 | 317% |
| Annual Report Gross Expense Ratio | 2.47 | 0.78 | 317% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 12.366 | 7.057 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.16B | 33B | 16% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 2.96 | 9.02 | 33% |
| Returns for 3 years | 22.22 | 45.53 | 49% |
| Returns for 5 years | -20.68 | 46.26 | -45% |
| Returns for 10 years | -23.86 | 107.65 | -22% |
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