KAUFX
Price
$6.07
Change
+$0.08 (+1.34%)
Updated
Jul 3 closing price
Net Assets
5.01B
PEMGX
Price
$45.60
Change
+$0.47 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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KAUFX vs PEMGX

Header iconKAUFX vs PEMGX Comparison
Open Charts KAUFX vs PEMGXBanner chart's image
Federated Hermes Kaufmann R
Price$6.07
Change+$0.08 (+1.34%)
VolumeN/A
Net Assets5.01B
Principal MidCap A
Price$45.60
Change+$0.47 (+1.04%)
VolumeN/A
Net Assets32.28B
KAUFX vs PEMGX Comparison Chart in %
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KAUFX vs. PEMGX commentary
Jul 06, 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 KAUFX is a Buy and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.3B vs. KAUFX (5.01B). KAUFX (0.00) and PEMGX (0.00) have matching dividends . KAUFX was incepted earlier than PEMGX: KAUFX (39 years) vs PEMGX (20 years). KAUFX (2.22) is less costly to investors than PEMGX (0.91). KAUFX is a more actively managed with annual turnover of: 34.00 vs. PEMGX (10.50). KAUFX has a lower initial minimum investment than PEMGX: KAUFX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 15.24 vs. KAUFX (6.87). PEMGX return over 5 years is better than : 58.39 vs. KAUFX (-9.54).
KAUFXPEMGXKAUFX / PEMGX
Total Expense Ratio1.960.91215%
Annual Report Gross Expense Ratio2.220.91244%
Fund Existence39 years20 years-
Gain YTD9.5676.992137%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.01B32.3B16%
Annual Yield % from dividends0.000.00-
Returns for 1 year6.8715.2445%
Returns for 3 years30.2651.7059%
Returns for 5 years-9.5458.39-16%
Returns for 10 years-6.18101.09-6%
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