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KAUIX vs PMBPX
KAUIX vs PMBPX Comparison
Open Charts KAUIX vs PMBPX
Federated Hermes Kaufmann IS
Price$6.57
Change+$0.06 (+0.92%)
VolumeN/A
Net Assets5.13B
KAUIX vs PMBPX Comparison Chart in %
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KAUIX vs. PMBPX 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 PMBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. KAUIX (5.13B). 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 : 13.61 vs. KAUIX (8.96). PMBPX return over 5 years is better than : 56.25 vs. KAUIX (-6.81).
| 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 | 12.116 | 8.606 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 33.2B | 15% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 8.96 | 13.61 | 66% |
| Returns for 3 years | 32.73 | 49.38 | 66% |
| Returns for 5 years | -6.81 | 56.25 | -12% |
| Returns for 10 years | N/A | 107.27 | - |
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