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KAUFX vs PMBJX
KAUFX vs PMBJX Comparison
Open Charts KAUFX vs PMBJX
Federated Hermes Kaufmann R
Price$6.23
Change+$0.06 (+0.97%)
VolumeN/A
Net Assets5.12B
KAUFX vs PMBJX Comparison Chart in %
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KAUFX vs. PMBJX commentary
Sep 28, 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 Hold and PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33B vs. KAUFX (5.12B). PMBJX pays higher dividends than KAUFX: PMBJX (0.06) vs KAUFX (0.00). KAUFX was incepted earlier than PMBJX: KAUFX (40 years) vs PMBJX (25 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 (2.42) and KAUFX (2.30) have marching annual gain over last year. PMBJX return over 5 years is better than : 47.54 vs. KAUFX (-9.58).
| KAUFX | PMBJX | KAUFX / PMBJX | |
| Total Expense Ratio | 1.96 | 0.78 | 251% |
| Annual Report Gross Expense Ratio | 2.22 | 0.78 | 285% |
| Fund Existence | 40 years | 25 years | - |
| Gain YTD | 12.455 | 5.464 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.12B | 33B | 16% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 2.30 | 2.42 | 95% |
| Returns for 3 years | 39.37 | 55.70 | 71% |
| Returns for 5 years | -9.58 | 47.54 | -20% |
| Returns for 10 years | 12.25 | 118.80 | 10% |
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