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KAUAX vs PEMGX
KAUAX vs PEMGX Comparison
Open Charts KAUAX vs PEMGX
KAUAX vs PEMGX Comparison Chart in %
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KAUAX vs. PEMGX commentary
Jul 09, 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.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 24.3B vs. KAUAX (5.19B). 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 : 4.98 vs. PEMGX (-12.94). PEMGX return over 5 years is better than : -1.23 vs. KAUAX (-14.80).
| KAUAX | PEMGX | KAUAX / PEMGX | |
| Total Expense Ratio | 1.96 | 0.90 | 218% |
| Annual Report Gross Expense Ratio | 1.96 | 0.90 | 218% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 13.645 | -3.241 | -421% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.19B | 24.3B | 21% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.98 | -12.94 | -38% |
| Returns for 3 years | 28.40 | 15.50 | 183% |
| Returns for 5 years | -14.80 | -1.23 | 1,206% |
| Returns for 10 years | 19.66 | 81.78 | 24% |
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