KAUIX
Price
$6.57
Change
+$0.06 (+0.92%)
Updated
Jul 25 closing price
Net Assets
5.13B
PEMGX
Price
$46.27
Change
+$0.32 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
Interact to see
Advertisement

KAUIX vs PEMGX

Header iconKAUIX vs PEMGX Comparison
Open Charts KAUIX vs PEMGXBanner chart's image
Federated Hermes Kaufmann IS
Price$6.57
Change+$0.06 (+0.92%)
VolumeN/A
Net Assets5.13B
Principal MidCap A
Price$46.27
Change+$0.32 (+0.70%)
VolumeN/A
Net Assets33.21B
KAUIX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
KAUIX vs. PEMGX 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 KAUIX is a Buy and PEMGX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. KAUIX (5.13B). 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 : 13.43 vs. KAUIX (8.96). PEMGX return over 5 years is better than : 55.06 vs. KAUIX (-6.81).
KAUIXPEMGXKAUIX / PEMGX
Total Expense Ratio1.470.91162%
Annual Report Gross Expense Ratio1.470.91162%
Fund Existence9 years20 years-
Gain YTD12.1168.564141%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.13B33.2B15%
Annual Yield % from dividends0.000.00-
Returns for 1 year8.9613.4367%
Returns for 3 years32.7348.7867%
Returns for 5 years-6.8155.06-12%
Returns for 10 yearsN/A103.87-
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 %
MYIMX24.100.14
+0.58%
Victory Integrity Mid-Cap Value Y
BDBPX24.800.10
+0.40%
iShares Russell 2000 Small-Cap Idx Inv P
MWOHX65.290.20
+0.31%
MFS Global Growth R3
VWNEX74.110.21
+0.28%
Vanguard Windsor™ Admiral™
ALSRX16.69-0.03
-0.18%
Alger Small Cap Growth Institutional I