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KAUAX vs PEMGX
KAUAX vs PEMGX Comparison
Open Charts KAUAX vs PEMGX
Federated Hermes Kaufmann A
Price$6.22
Change-$0.05 (-0.80%)
VolumeN/A
Net Assets5.16B
KAUAX vs PEMGX Comparison Chart in %
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KAUAX vs. PEMGX commentary
Sep 15, 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 KAUAX is a Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. KAUAX (5.16B). KAUAX (0.00) and PEMGX (0.00) have matching dividends . KAUAX was incepted earlier than PEMGX: KAUAX (24 years) vs PEMGX (20 years). KAUAX (1.97) is less costly to investors than PEMGX (0.91). KAUAX is a more actively managed with annual turnover of: 34.00 vs. PEMGX (10.50). KAUAX (6%) and PEMGX (6%) have equivalent initial investment costs. PEMGX has a lower initial minimum investment than KAUAX: PEMGX (1000) vs KAUAX (1500). PEMGX annual gain was more profitable for investors over the last year : 8.46 vs. KAUAX (5.25). PEMGX return over 5 years is better than : 49.54 vs. KAUAX (-8.66).
| KAUAX | PEMGX | KAUAX / PEMGX | |
| Total Expense Ratio | 1.96 | 0.91 | 215% |
| Annual Report Gross Expense Ratio | 1.97 | 0.91 | 216% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 12.681 | 7.438 | 170% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.16B | 32.9B | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.25 | 8.46 | 62% |
| Returns for 3 years | 27.20 | 44.72 | 61% |
| Returns for 5 years | -8.66 | 49.54 | -17% |
| Returns for 10 years | -0.16 | 110.24 | -0% |
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| BUFF | 48.61 | 0.10 | +0.20% |
| Innovator Laddered Allc Pwr Bfr ETF™ | |||
| APXM | 30.53 | N/A | N/A |
| FT Vest U.S. Equity Max Buffr ETF - Apr | |||
| FFLS | 25.69 | -0.07 | -0.29% |
| Future Fund Long/Short ETF | |||
| CGDV | 41.94 | -0.20 | -0.47% |
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| CWS | 69.29 | -0.67 | -0.96% |
| AdvisorShares Focused Equity ETF | |||