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KAUFX vs PMBMX
KAUFX vs PMBMX Comparison
Open Charts KAUFX vs PMBMX
Federated Hermes Kaufmann R
Price$6.07
Change+$0.08 (+1.34%)
VolumeN/A
Net Assets5.01B
KAUFX vs PMBMX Comparison Chart in %
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KAUFX vs. PMBMX 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 PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. KAUFX (5.01B). PMBMX pays higher dividends than KAUFX: PMBMX (0.02) vs KAUFX (0.00). KAUFX was incepted earlier than PMBMX: KAUFX (39 years) vs PMBMX (25 years). KAUFX (2.22) is less costly to investors than PMBMX (1.14). KAUFX is a more actively managed with annual turnover of: 34.00 vs. PMBMX (10.50). KAUFX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. KAUFX (6.87). PMBMX return over 5 years is better than : 55.71 vs. KAUFX (-9.54).
| KAUFX | PMBMX | KAUFX / PMBMX | |
| Total Expense Ratio | 1.96 | 1.14 | 172% |
| Annual Report Gross Expense Ratio | 2.22 | 1.14 | 195% |
| Fund Existence | 39 years | 25 years | - |
| Gain YTD | 9.567 | 6.854 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 32.3B | 16% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 6.87 | 14.80 | 46% |
| Returns for 3 years | 30.26 | 50.19 | 60% |
| Returns for 5 years | -9.54 | 55.71 | -17% |
| Returns for 10 years | -6.18 | 94.74 | -7% |
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