LSHUX
Price
$28.20
Change
+$0.66 (+2.40%)
Updated
Sep 26 closing price
Net Assets
29.14M
PEMGX
Price
$44.91
Change
+$0.33 (+0.74%)
Updated
Sep 26 closing price
Net Assets
32.79B
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LSHUX vs PEMGX

Header iconLSHUX vs PEMGX Comparison
Open Charts LSHUX vs PEMGXBanner chart's image
Kinetics Spin-Off and Corp Rest Instl
Price$28.20
Change+$0.66 (+2.40%)
VolumeN/A
Net Assets29.14M
Principal MidCap A
Price$44.91
Change+$0.33 (+0.74%)
VolumeN/A
Net Assets32.79B
LSHUX vs PEMGX Comparison Chart in %
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LSHUX vs. PEMGX commentary
Sep 27, 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 LSHUX is a Hold and PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.8B vs. LSHUX (29.1M). LSHUX pays higher dividends than PEMGX: LSHUX (1.40) vs PEMGX (0.00). LSHUX was incepted earlier than PEMGX: LSHUX (18 years) vs PEMGX (20 years). LSHUX (1.76) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. LSHUX (6.00). PEMGX has a lower initial minimum investment than LSHUX: PEMGX (1000) vs LSHUX (1000000). PEMGX annual gain was more profitable for investors over the last year : 2.42 vs. LSHUX (0.08). LSHUX return over 5 years is better than : 209.62 vs. PEMGX (47.58).
LSHUXPEMGXLSHUX / PEMGX
Total Expense Ratio1.290.91142%
Annual Report Gross Expense Ratio1.760.91193%
Fund Existence18 years20 years-
Gain YTD-12.8015.373-238%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets29.1M32.8B0%
Annual Yield % from dividends1.400.00-
Returns for 1 year0.082.423%
Returns for 3 years42.4955.6176%
Returns for 5 years209.6247.58441%
Returns for 10 years233.78119.45196%
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