KAUCX
Price
$4.07
Change
+$0.05 (+1.24%)
Updated
Jul 3 closing price
Net Assets
5.01B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$4.07
Change+$0.05 (+1.24%)
VolumeN/A
Net Assets5.01B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
KAUCX vs PMBPX Comparison Chart in %
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KAUCX vs. PMBPX commentary
Jul 07, 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: 32.3B vs. KAUCX (5.01B). 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 : 15.41 vs. KAUCX (1.50). PMBPX return over 5 years is better than : 59.60 vs. KAUCX (-20.97).
KAUCXPMBPXKAUCX / PMBPX
Total Expense Ratio2.470.83298%
Annual Report Gross Expense Ratio2.470.83298%
Fund Existence24 years25 years-
Gain YTD9.4097.041134%
Front LoadN/AN/A-
Min. Initial Investment15000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.01B32.3B16%
Annual Yield % from dividends0.000.01-
Returns for 1 year1.5015.4110%
Returns for 3 years21.8652.3942%
Returns for 5 years-20.9759.60-35%
Returns for 10 years-29.34104.46-28%
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