KAUCX
Price
$4.14
Change
-$0.01 (-0.24%)
Updated
Jul 28 closing price
Net Assets
5.17B
PMBPX
Price
$46.97
Change
-$0.23 (-0.49%)
Updated
Jul 28 closing price
Net Assets
33.21B
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KAUCX vs PMBPX

Header iconKAUCX vs PMBPX Comparison
Open Charts KAUCX vs PMBPXBanner chart's image
Federated Hermes Kaufmann C
Price$4.14
Change-$0.01 (-0.24%)
VolumeN/A
Net Assets5.17B
Principal MidCap R5
Price$46.97
Change-$0.23 (-0.49%)
VolumeN/A
Net Assets33.21B
KAUCX vs PMBPX Comparison Chart in %
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KAUCX vs. PMBPX commentary
Jul 29, 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 Buy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. KAUCX (5.17B). PMBPX pays higher dividends than KAUCX: PMBPX (0.01) vs KAUCX (0.00). KAUCX was incepted earlier than PMBPX: KAUCX (24 years) vs PMBPX (25 years). KAUCX (2.47) is less costly to investors than PMBPX (0.83). KAUCX is a more actively managed with annual turnover of: 34.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than KAUCX: PMBPX (0) vs KAUCX (1500). PMBPX annual gain was more profitable for investors over the last year : 11.21 vs. KAUCX (1.97). PMBPX return over 5 years is better than : 52.86 vs. KAUCX (-22.72).
KAUCXPMBPXKAUCX / PMBPX
Total Expense Ratio2.470.83298%
Annual Report Gross Expense Ratio2.470.83298%
Fund Existence24 years25 years-
Gain YTD11.5598.076143%
Front LoadN/AN/A-
Min. Initial Investment15000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.17B33.2B16%
Annual Yield % from dividends0.000.01-
Returns for 1 year1.9711.2118%
Returns for 3 years16.5740.4741%
Returns for 5 years-22.7252.86-43%
Returns for 10 years-29.30102.98-28%
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