KAUAX
Price
$5.90
Change
+$0.04 (+0.68%)
Updated
Jun 12 closing price
Net Assets
4.87B
PEMGX
Price
$38.12
Change
+$0.13 (+0.34%)
Updated
Jun 12 closing price
Net Assets
24.11B
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KAUAX vs PEMGX

Header iconKAUAX vs PEMGX Comparison
Open Charts KAUAX vs PEMGXBanner chart's image
KAUAX vs PEMGX Comparison Chart in %
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KAUAX vs. PEMGX commentary
Jun 15, 2026

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 Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 24.1B vs. KAUAX (4.87B). KAUAX (0.00) and PEMGX (0.00) have matching dividends . KAUAX was incepted earlier than PEMGX: KAUAX (25 years) vs PEMGX (21 years). KAUAX (1.96) is less costly to investors than PEMGX (0.90). KAUAX is a more actively managed with annual turnover of: 28.00 vs. PEMGX (13.70). KAUAX (6%) and PEMGX (6%) have equivalent initial investment costs. PEMGX has a lower initial minimum investment than KAUAX: PEMGX (1000) vs KAUAX (1500). KAUAX annual gain was more profitable for investors over the last year : 0.34 vs. PEMGX (-13.56). PEMGX return over 5 years is better than : -2.06 vs. KAUAX (-19.51).
KAUAXPEMGXKAUAX / PEMGX
Total Expense Ratio1.960.90218%
Annual Report Gross Expense Ratio1.960.90218%
Fund Existence25 years21 years-
Gain YTD5.925-6.408-92%
Front Load6%6%100%
Min. Initial Investment15001000150%
Min. Initial Investment IRAN/AN/A-
Net Assets4.87B24.1B20%
Annual Yield % from dividends0.000.00-
Returns for 1 year0.34-13.56-3%
Returns for 3 years18.4714.30129%
Returns for 5 years-19.51-2.06949%
Returns for 10 years15.6981.6719%
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