LSHAX
Price
$27.72
Change
+$0.04 (+0.14%)
Updated
Oct 17 closing price
Net Assets
29.17M
PEMGX
Price
$43.56
Change
+$0.21 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
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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$27.72
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets29.17M
Principal MidCap A
Price$43.56
Change+$0.21 (+0.48%)
VolumeN/A
Net Assets31.93B
LSHAX vs PEMGX Comparison Chart in %
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LSHAX vs. PEMGX commentary
Oct 19, 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 Hold and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.9B vs. LSHAX (29.2M). LSHAX pays higher dividends than PEMGX: LSHAX (1.04) vs PEMGX (0.00). LSHAX was incepted earlier than PEMGX: LSHAX (18 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 : -3.03 vs. LSHAX (-15.47). LSHAX return over 5 years is better than : 190.54 vs. PEMGX (35.03).
LSHAXPEMGXLSHAX / PEMGX
Total Expense Ratio1.540.91169%
Annual Report Gross Expense Ratio2.060.91226%
Fund Existence18 years20 years-
Gain YTD-13.6452.206-619%
Front Load6%6%105%
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets29.2M31.9B0%
Annual Yield % from dividends1.040.00-
Returns for 1 year-15.47-3.03511%
Returns for 3 years21.7848.5745%
Returns for 5 years190.5435.03544%
Returns for 10 years201.0999.18203%
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