KAUFX
Price
$6.19
Change
+$0.05 (+0.81%)
Updated
Jul 25 closing price
Net Assets
5.13B
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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KAUFX vs PMBMX

Header iconKAUFX vs PMBMX Comparison
Open Charts KAUFX vs PMBMXBanner chart's image
Federated Hermes Kaufmann R
Price$6.19
Change+$0.05 (+0.81%)
VolumeN/A
Net Assets5.13B
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
KAUFX vs PMBMX Comparison Chart in %
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KAUFX vs. PMBMX commentary
Jul 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 Buy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. KAUFX (5.13B). 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 : 13.04 vs. KAUFX (7.84). PMBMX return over 5 years is better than : 52.44 vs. KAUFX (-10.16).
KAUFXPMBMXKAUFX / PMBMX
Total Expense Ratio1.961.14172%
Annual Report Gross Expense Ratio2.221.14195%
Fund Existence39 years25 years-
Gain YTD11.7338.421139%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets5.13B33.2B15%
Annual Yield % from dividends0.000.02-
Returns for 1 year7.8413.0460%
Returns for 3 years29.7747.2763%
Returns for 5 years-10.1652.44-19%
Returns for 10 years-5.5097.42-6%
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