LSHAX
Price
$26.10
Change
+$0.43 (+1.68%)
Updated
Jan 14 closing price
Net Assets
28.43M
PEMGX
Price
$41.73
Change
-$0.08 (-0.19%)
Updated
Jan 14 closing price
Net Assets
31.35B
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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$26.10
Change+$0.43 (+1.68%)
VolumeN/A
Net Assets28.43M
Principal MidCap A
Price$41.73
Change-$0.08 (-0.19%)
VolumeN/A
Net Assets31.35B
LSHAX vs PEMGX Comparison Chart in %
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LSHAX vs. PEMGX commentary
Jan 16, 2026

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 Hold and PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.3B vs. LSHAX (28.4M). LSHAX pays higher dividends than PEMGX: LSHAX (0.16) vs PEMGX (0.00). LSHAX was incepted earlier than PEMGX: LSHAX (19 years) vs PEMGX (21 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 : -1.39 vs. LSHAX (-29.69). LSHAX return over 5 years is better than : 89.75 vs. PEMGX (20.43).
LSHAXPEMGXLSHAX / PEMGX
Total Expense Ratio1.540.91169%
Annual Report Gross Expense Ratio2.060.91226%
Fund Existence19 years21 years-
Gain YTD12.5002.455509%
Front Load6%6%105%
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets28.4M31.3B0%
Annual Yield % from dividends0.160.00-
Returns for 1 year-29.69-1.392,130%
Returns for 3 years11.4130.8637%
Returns for 5 years89.7520.43439%
Returns for 10 years243.82126.64193%
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