LSHAX
Price
$27.39
Change
+$1.32 (+5.06%)
Updated
Dec 3 closing price
Net Assets
28.29M
PEMGX
Price
$43.50
Change
+$0.35 (+0.81%)
Updated
Dec 3 closing price
Net Assets
31.57B
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LSHAX vs PEMGX

Header iconLSHAX vs PEMGX Comparison
Open Charts LSHAX vs PEMGXBanner chart's image
Kinetics Spin-Off and Corp Rest Adv A
Price$27.39
Change+$1.32 (+5.06%)
VolumeN/A
Net Assets28.29M
Principal MidCap A
Price$43.50
Change+$0.35 (+0.81%)
VolumeN/A
Net Assets31.57B
LSHAX vs PEMGX Comparison Chart in %
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LSHAX vs. PEMGX commentary
Dec 04, 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 LSHAX is a Buy and PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.6B vs. LSHAX (28.3M). LSHAX pays higher dividends than PEMGX: LSHAX (1.10) vs PEMGX (0.00). LSHAX was incepted earlier than PEMGX: LSHAX (19 years) vs PEMGX (20 years). LSHAX (2.06) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. LSHAX (6.00). LSHAX (6%) and PEMGX (6%) have equivalent initial investment costs. PEMGX has a lower initial minimum investment than LSHAX: PEMGX (1000) vs LSHAX (2500). PEMGX annual gain was more profitable for investors over the last year : -8.04 vs. LSHAX (-39.41). LSHAX return over 5 years is better than : 124.05 vs. PEMGX (26.10).
LSHAXPEMGXLSHAX / PEMGX
Total Expense Ratio1.540.91169%
Annual Report Gross Expense Ratio2.060.91226%
Fund Existence19 years20 years-
Gain YTD-19.4701.689-1,153%
Front Load6%6%105%
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets28.3M31.6B0%
Annual Yield % from dividends1.100.00-
Returns for 1 year-39.41-8.04490%
Returns for 3 years-4.9231.57-16%
Returns for 5 years124.0526.10475%
Returns for 10 years187.8593.59201%
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