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KAUAX vs PEMGX
KAUAX vs PEMGX Comparison
Open Charts KAUAX vs PEMGX
Federated Hermes Kaufmann A
Price$6.27
Change+$0.10 (+1.62%)
VolumeN/A
Net Assets5.07B
KAUAX vs PEMGX Comparison Chart in %
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KAUAX vs. PEMGX commentary
Oct 09, 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 Buy and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. KAUAX (5.07B). 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 : 2.44 vs. KAUAX (1.15). PEMGX return over 5 years is better than : 37.88 vs. KAUAX (-15.36).
| 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 | 11.775 | 4.622 | 255% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.07B | 32.9B | 15% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.15 | 2.44 | 47% |
| Returns for 3 years | 35.01 | 53.02 | 66% |
| Returns for 5 years | -15.36 | 37.88 | -41% |
| Returns for 10 years | 4.22 | 104.45 | 4% |
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