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KAUFX vs PMBCX
KAUFX vs PMBCX Comparison
Open Charts KAUFX vs PMBCX
Federated Hermes Kaufmann R
Price$5.82
Change-$0.08 (-1.36%)
VolumeN/A
Net Assets4.96B
KAUFX vs PMBCX Comparison Chart
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KAUFX vs. PMBCX commentary
Jun 16, 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 PMBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.6B vs. KAUFX (4.96B). KAUFX (0.00) and PMBCX (0.00) have matching dividends . KAUFX was incepted earlier than PMBCX: KAUFX (39 years) vs PMBCX (18 years). KAUFX (2.22) is less costly to investors than PMBCX (1.75). KAUFX is a more actively managed with annual turnover of: 34.00 vs. PMBCX (10.50). KAUFX has a lower initial minimum investment than PMBCX: KAUFX (0) vs PMBCX (1000). PMBCX annual gain was more profitable for investors over the last year : 9.12 vs. KAUFX (3.01). PMBCX return over 5 years is better than : 42.73 vs. KAUFX (-7.91).
| KAUFX | PMBCX | KAUFX / PMBCX | |
| Total Expense Ratio | 1.96 | 1.75 | 112% |
| Annual Report Gross Expense Ratio | 2.22 | 1.75 | 127% |
| Fund Existence | 39 years | 18 years | - |
| Gain YTD | 5.054 | 1.538 | 329% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.96B | 30.6B | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.01 | 9.12 | 33% |
| Returns for 3 years | 32.57 | 42.85 | 76% |
| Returns for 5 years | -7.91 | 42.73 | -19% |
| Returns for 10 years | -10.32 | 65.54 | -16% |
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