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KAUFX vs PMBPX
KAUFX vs PMBPX Comparison
Open Charts KAUFX vs PMBPX
Federated Hermes Kaufmann R
Price$6.24
Change+$0.04 (+0.65%)
VolumeN/A
Net Assets5.16B
KAUFX vs PMBPX Comparison Chart in %
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KAUFX vs. PMBPX commentary
Sep 09, 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 PMBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. KAUFX (5.16B). PMBPX pays higher dividends than KAUFX: PMBPX (0.01) vs KAUFX (0.00). KAUFX was incepted earlier than PMBPX: KAUFX (40 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 : 9.16 vs. KAUFX (8.15). PMBPX return over 5 years is better than : 47.38 vs. KAUFX (-9.30).
| KAUFX | PMBPX | KAUFX / PMBPX | |
| Total Expense Ratio | 1.96 | 0.83 | 236% |
| Annual Report Gross Expense Ratio | 2.22 | 0.83 | 267% |
| Fund Existence | 40 years | 25 years | - |
| Gain YTD | 12.635 | 7.018 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.16B | 33B | 16% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 8.15 | 9.16 | 89% |
| Returns for 3 years | 30.82 | 46.04 | 67% |
| Returns for 5 years | -9.30 | 47.38 | -20% |
| Returns for 10 years | 0.97 | 111.63 | 1% |
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