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KAUFX vs PMBCX
KAUFX vs PMBCX Comparison
Open Charts KAUFX vs PMBCX
Federated Hermes Kaufmann R
Price$6.24
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets5.12B
KAUFX vs PMBCX Comparison Chart in %
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KAUFX vs. PMBCX commentary
Sep 30, 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 PMBCX is a Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 33B vs. KAUFX (5.12B). KAUFX (0.00) and PMBCX (0.00) have matching dividends . KAUFX was incepted earlier than PMBCX: KAUFX (40 years) vs PMBCX (19 years). KAUFX (2.22) is less costly to investors than PMBCX (1.75). KAUFX is a more actively managed with annual turnover of: 34.00 vs. PMBCX (10.50). KAUFX has a lower initial minimum investment than PMBCX: KAUFX (0) vs PMBCX (1000). KAUFX annual gain was more profitable for investors over the last year : 2.47 vs. PMBCX (0.99). PMBCX return over 5 years is better than : 35.53 vs. KAUFX (-11.38).
| KAUFX | PMBCX | KAUFX / PMBCX | |
| Total Expense Ratio | 1.96 | 1.75 | 112% |
| Annual Report Gross Expense Ratio | 2.22 | 1.75 | 127% |
| Fund Existence | 40 years | 19 years | - |
| Gain YTD | 12.455 | 4.758 | 262% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.12B | 33B | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.47 | 0.99 | 250% |
| Returns for 3 years | 38.44 | 50.27 | 76% |
| Returns for 5 years | -11.38 | 35.53 | -32% |
| Returns for 10 years | 7.23 | 85.15 | 8% |
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