KAUCX
Price
$4.15
Change
-$0.04 (-0.95%)
Updated
Oct 7 closing price
Net Assets
5.12B
PEMGX
Price
$44.59
Change
-$0.32 (-0.71%)
Updated
Oct 7 closing price
Net Assets
33.08B
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KAUCX vs PEMGX

Header iconKAUCX vs PEMGX Comparison
Open Charts KAUCX vs PEMGXBanner chart's image
Federated Hermes Kaufmann C
Price$4.15
Change-$0.04 (-0.95%)
VolumeN/A
Net Assets5.12B
Principal MidCap A
Price$44.59
Change-$0.32 (-0.71%)
VolumeN/A
Net Assets33.08B
KAUCX vs PEMGX Comparison Chart in %
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KAUCX vs. PEMGX commentary
Oct 08, 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 KAUCX is a Hold and PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.1B vs. KAUCX (5.12B). KAUCX (0.00) and PEMGX (0.00) have matching dividends . KAUCX was incepted earlier than PEMGX: KAUCX (24 years) vs PEMGX (20 years). KAUCX (2.47) is less costly to investors than PEMGX (0.91). KAUCX is a more actively managed with annual turnover of: 34.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than KAUCX: PEMGX (1000) vs KAUCX (1500). PEMGX annual gain was more profitable for investors over the last year : 4.13 vs. KAUCX (-1.87). PEMGX return over 5 years is better than : 39.26 vs. KAUCX (-24.23).
KAUCXPEMGXKAUCX / PEMGX
Total Expense Ratio2.470.91271%
Annual Report Gross Expense Ratio2.470.91271%
Fund Existence24 years20 years-
Gain YTD12.6345.373235%
Front LoadN/A6%-
Min. Initial Investment15001000150%
Min. Initial Investment IRAN/AN/A-
Net Assets5.12B33.1B15%
Annual Yield % from dividends0.000.00-
Returns for 1 year-1.874.13-45%
Returns for 3 years27.3654.1251%
Returns for 5 years-24.2339.26-62%
Returns for 10 years-20.49105.92-19%
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