KAUIX
Price
$6.44
Change
+$0.08 (+1.26%)
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
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KAUIX vs PMBPX

Header iconKAUIX vs PMBPX Comparison
Open Charts KAUIX vs PMBPXBanner chart's image
Federated Hermes Kaufmann IS
Price$6.44
Change+$0.08 (+1.26%)
VolumeN/A
Net Assets5.01B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
KAUIX vs PMBPX Comparison Chart in %
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KAUIX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. KAUIX (5.01B). PMBPX pays higher dividends than KAUIX: PMBPX (0.01) vs KAUIX (0.00). KAUIX was incepted earlier than PMBPX: KAUIX (9 years) vs PMBPX (25 years). KAUIX (1.47) is less costly to investors than PMBPX (0.83). KAUIX is a more actively managed with annual turnover of: 34.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than KAUIX: PMBPX (0) vs KAUIX (1000000). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. KAUIX (8.05). PMBPX return over 5 years is better than : 59.60 vs. KAUIX (-6.26).
KAUIXPMBPXKAUIX / PMBPX
Total Expense Ratio1.470.83177%
Annual Report Gross Expense Ratio1.470.83177%
Fund Existence9 years25 years-
Gain YTD9.8987.041141%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.01B32.3B16%
Annual Yield % from dividends0.000.01-
Returns for 1 year8.0515.4152%
Returns for 3 years33.3352.3964%
Returns for 5 years-6.2659.60-11%
Returns for 10 yearsN/A104.46-
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