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KAUFX vs PEMGX
KAUFX vs PEMGX Comparison
Open Charts KAUFX vs PEMGX
Federated Hermes Kaufmann R
Price$6.10
Change-$0.05 (-0.81%)
VolumeN/A
Net Assets5.07B
KAUFX vs PEMGX Comparison Chart in %
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KAUFX vs. PEMGX commentary
Aug 17, 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 KAUFX is a Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.5B vs. KAUFX (5.07B). KAUFX (0.00) and PEMGX (0.00) have matching dividends . KAUFX was incepted earlier than PEMGX: KAUFX (40 years) vs PEMGX (20 years). KAUFX (2.22) is less costly to investors than PEMGX (0.91). KAUFX is a more actively managed with annual turnover of: 34.00 vs. PEMGX (10.50). KAUFX has a lower initial minimum investment than PEMGX: KAUFX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 8.97 vs. KAUFX (4.45). PEMGX return over 5 years is better than : 44.09 vs. KAUFX (-12.86).
| KAUFX | PEMGX | KAUFX / PEMGX | |
| Total Expense Ratio | 1.96 | 0.91 | 215% |
| Annual Report Gross Expense Ratio | 2.22 | 0.91 | 244% |
| Fund Existence | 40 years | 20 years | - |
| Gain YTD | 10.108 | 5.748 | 176% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.07B | 32.5B | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.45 | 8.97 | 50% |
| Returns for 3 years | 17.08 | 30.18 | 57% |
| Returns for 5 years | -12.86 | 44.09 | -29% |
| Returns for 10 years | -6.01 | 93.40 | -6% |
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