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KAUFX vs PMBPX
KAUFX vs PMBPX Comparison
Open Charts KAUFX vs PMBPX
Federated Hermes Kaufmann R
Price$5.82
Change-$0.08 (-1.36%)
VolumeN/A
Net Assets4.96B
KAUFX vs PMBPX Comparison Chart
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KAUFX vs. PMBPX commentary
Jun 16, 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 PMBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. KAUFX (4.96B). PMBPX pays higher dividends than KAUFX: PMBPX (0.01) vs KAUFX (0.00). KAUFX was incepted earlier than PMBPX: KAUFX (39 years) vs PMBPX (25 years). KAUFX (2.22) is less costly to investors than PMBPX (0.83). KAUFX is a more actively managed with annual turnover of: 34.00 vs. PMBPX (10.50). KAUFX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. KAUFX (3.01). PMBPX return over 5 years is better than : 54.31 vs. KAUFX (-7.91).
| KAUFX | PMBPX | KAUFX / PMBPX | |
| Total Expense Ratio | 1.96 | 0.83 | 236% |
| Annual Report Gross Expense Ratio | 2.22 | 0.83 | 267% |
| Fund Existence | 39 years | 25 years | - |
| Gain YTD | 5.054 | 1.933 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.96B | 30.6B | 16% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 3.01 | 10.26 | 29% |
| Returns for 3 years | 32.57 | 49.52 | 66% |
| Returns for 5 years | -7.91 | 54.31 | -15% |
| Returns for 10 years | -10.32 | 92.68 | -11% |
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