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KAUFX vs PMBJX
KAUFX vs PMBJX Comparison
Open Charts KAUFX vs PMBJX
Federated Hermes Kaufmann R
Price$6.07
Change+$0.08 (+1.34%)
VolumeN/A
Net Assets5.01B
KAUFX vs PMBJX Comparison Chart in %
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KAUFX vs. PMBJX 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 KAUFX is a Buy and PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. KAUFX (5.01B). PMBJX pays higher dividends than KAUFX: PMBJX (0.06) vs KAUFX (0.00). KAUFX was incepted earlier than PMBJX: KAUFX (39 years) vs PMBJX (24 years). KAUFX (2.22) is less costly to investors than PMBJX (0.78). KAUFX is a more actively managed with annual turnover of: 34.00 vs. PMBJX (10.50). KAUFX has a lower initial minimum investment than PMBJX: KAUFX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. KAUFX (6.87). PMBJX return over 5 years is better than : 58.39 vs. KAUFX (-9.54).
| KAUFX | PMBJX | KAUFX / PMBJX | |
| Total Expense Ratio | 1.96 | 0.78 | 251% |
| Annual Report Gross Expense Ratio | 2.22 | 0.78 | 285% |
| Fund Existence | 39 years | 24 years | - |
| Gain YTD | 9.567 | 7.057 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 32.3B | 16% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 6.87 | 15.26 | 45% |
| Returns for 3 years | 30.26 | 51.79 | 58% |
| Returns for 5 years | -9.54 | 58.39 | -16% |
| Returns for 10 years | -6.18 | 100.46 | -6% |
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