KAUIX
Price
$6.44
Change
+$0.08 (+1.26%)
Updated
Jul 3 closing price
Net Assets
5.01B
PEMGX
Price
$45.60
Change
+$0.47 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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KAUIX vs PEMGX

Header iconKAUIX vs PEMGX Comparison
Open Charts KAUIX vs PEMGXBanner chart's image
Federated Hermes Kaufmann IS
Price$6.44
Change+$0.08 (+1.26%)
VolumeN/A
Net Assets5.01B
Principal MidCap A
Price$45.60
Change+$0.47 (+1.04%)
VolumeN/A
Net Assets32.28B
KAUIX vs PEMGX Comparison Chart in %
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KAUIX vs. PEMGX commentary
Jul 07, 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 KAUIX is a Buy and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.3B vs. KAUIX (5.01B). KAUIX (0.00) and PEMGX (0.00) have matching dividends . KAUIX was incepted earlier than PEMGX: KAUIX (9 years) vs PEMGX (20 years). KAUIX (1.47) is less costly to investors than PEMGX (0.91). KAUIX is a more actively managed with annual turnover of: 34.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than KAUIX: PEMGX (1000) vs KAUIX (1000000). PEMGX annual gain was more profitable for investors over the last year : 15.24 vs. KAUIX (8.05). PEMGX return over 5 years is better than : 58.39 vs. KAUIX (-6.26).
KAUIXPEMGXKAUIX / PEMGX
Total Expense Ratio1.470.91162%
Annual Report Gross Expense Ratio1.470.91162%
Fund Existence9 years20 years-
Gain YTD9.8986.992142%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.01B32.3B16%
Annual Yield % from dividends0.000.00-
Returns for 1 year8.0515.2453%
Returns for 3 years33.3351.7064%
Returns for 5 years-6.2658.39-11%
Returns for 10 yearsN/A101.09-
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