KAUFX
Price
$6.07
Change
+$0.08 (+1.34%)
Updated
Jul 3 closing price
Net Assets
5.01B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
Interact to see
Advertisement

KAUFX vs PMBPX

Header iconKAUFX vs PMBPX Comparison
Open Charts KAUFX vs PMBPXBanner chart's image
Federated Hermes Kaufmann R
Price$6.07
Change+$0.08 (+1.34%)
VolumeN/A
Net Assets5.01B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
KAUFX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
KAUFX vs. PMBPX 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 PMBPX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. KAUFX (5.01B). 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 : 15.41 vs. KAUFX (6.87). PMBPX return over 5 years is better than : 59.60 vs. KAUFX (-9.54).
KAUFXPMBPXKAUFX / PMBPX
Total Expense Ratio1.960.83236%
Annual Report Gross Expense Ratio2.220.83267%
Fund Existence39 years25 years-
Gain YTD9.5677.041136%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets5.01B32.3B16%
Annual Yield % from dividends0.000.01-
Returns for 1 year6.8715.4145%
Returns for 3 years30.2652.3958%
Returns for 5 years-9.5459.60-16%
Returns for 10 years-6.18104.46-6%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ALSRX16.500.21
+1.29%
Alger Small Cap Growth Institutional I
JRAAX91.621.17
+1.29%
Janus Henderson Research A
NDVUX18.190.11
+0.61%
MFS New Discovery Value R4
MMPDX33.670.17
+0.51%
NYLI WMC Value Class R6
JHERX19.850.08
+0.40%
JHancock Equity Income C