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KAUIX vs PMBPX
KAUIX vs PMBPX Comparison
Open Charts KAUIX vs PMBPX
Federated Hermes Kaufmann IS
Price$6.44
Change+$0.08 (+1.26%)
VolumeN/A
Net Assets5.01B
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.
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).
| KAUIX | PMBPX | KAUIX / PMBPX | |
| Total Expense Ratio | 1.47 | 0.83 | 177% |
| Annual Report Gross Expense Ratio | 1.47 | 0.83 | 177% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 9.898 | 7.041 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 32.3B | 16% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 8.05 | 15.41 | 52% |
| Returns for 3 years | 33.33 | 52.39 | 64% |
| Returns for 5 years | -6.26 | 59.60 | -11% |
| Returns for 10 years | N/A | 104.46 | - |
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