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KAUAX vs PEMGX
KAUAX vs PEMGX Comparison
Open Charts KAUAX vs PEMGX
Federated Hermes Kaufmann A
Price$5.80
Change-$0.08 (-1.36%)
VolumeN/A
Net Assets4.96B
KAUAX vs PEMGX Comparison Chart
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KAUAX vs. PEMGX commentary
Jun 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 Buy and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.6B vs. KAUAX (4.96B). 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 : 10.09 vs. KAUAX (2.11). PEMGX return over 5 years is better than : 53.19 vs. KAUAX (-8.08).
| 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 | 5.072 | 1.901 | 267% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.96B | 30.6B | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.11 | 10.09 | 21% |
| Returns for 3 years | 32.72 | 48.89 | 67% |
| Returns for 5 years | -8.08 | 53.19 | -15% |
| Returns for 10 years | -10.49 | 89.52 | -12% |
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