KAUFX
Price
$6.07
Change
+$0.08 (+1.34%)
Updated
Jul 3 closing price
Net Assets
5.01B
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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KAUFX vs PMBJX

Header iconKAUFX vs PMBJX Comparison
Open Charts KAUFX vs PMBJXBanner chart's image
Federated Hermes Kaufmann R
Price$6.07
Change+$0.08 (+1.34%)
VolumeN/A
Net Assets5.01B
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
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.

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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).
KAUFXPMBJXKAUFX / PMBJX
Total Expense Ratio1.960.78251%
Annual Report Gross Expense Ratio2.220.78285%
Fund Existence39 years24 years-
Gain YTD9.5677.057136%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.01B32.3B16%
Annual Yield % from dividends0.000.06-
Returns for 1 year6.8715.2645%
Returns for 3 years30.2651.7958%
Returns for 5 years-9.5458.39-16%
Returns for 10 years-6.18100.46-6%
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