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KAUIX vs PEMGX
KAUIX vs PEMGX Comparison
Open Charts KAUIX vs PEMGX
Federated Hermes Kaufmann IS
Price$6.44
Change+$0.08 (+1.26%)
VolumeN/A
Net Assets5.01B
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.
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).
| KAUIX | PEMGX | KAUIX / PEMGX | |
| Total Expense Ratio | 1.47 | 0.91 | 162% |
| Annual Report Gross Expense Ratio | 1.47 | 0.91 | 162% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | 9.898 | 6.992 | 142% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 32.3B | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.05 | 15.24 | 53% |
| Returns for 3 years | 33.33 | 51.70 | 64% |
| Returns for 5 years | -6.26 | 58.39 | -11% |
| Returns for 10 years | N/A | 101.09 | - |
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