KAUCX
Price
$4.17
Change
+$0.04 (+0.97%)
Updated
Sep 26 closing price
Net Assets
5.12B
PMBPX
Price
$45.82
Change
+$0.34 (+0.75%)
Updated
Sep 26 closing price
Net Assets
33.04B
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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$4.17
Change+$0.04 (+0.97%)
VolumeN/A
Net Assets5.12B
Principal MidCap R5
Price$45.82
Change+$0.34 (+0.75%)
VolumeN/A
Net Assets33.04B
KAUCX vs PMBPX Comparison Chart in %
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KAUCX vs. PMBPX 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. KAUCX (5.12B). 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 : 2.56 vs. KAUCX (-2.80). PMBPX return over 5 years is better than : 48.73 vs. KAUCX (-21.02).
KAUCXPMBPXKAUCX / PMBPX
Total Expense Ratio2.470.83298%
Annual Report Gross Expense Ratio2.470.83298%
Fund Existence24 years25 years-
Gain YTD12.0975.430223%
Front LoadN/AN/A-
Min. Initial Investment15000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.12B33B16%
Annual Yield % from dividends0.000.01-
Returns for 1 year-2.802.56-109%
Returns for 3 years29.9156.2353%
Returns for 5 years-21.0248.73-43%
Returns for 10 years-15.59123.12-13%
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