KAUFX
Price
$6.07
Change
+$0.08 (+1.34%)
Updated
Jul 3 closing price
Net Assets
5.01B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
31.76B
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KAUFX vs PMBPX

Header iconKAUFX vs PMBPX Comparison
Open Charts KAUFX vs PMBPXBanner chart's image
Federated Hermes Kaufmann R
Price$6.07
Change+$0.08 (+1.34%)
VolumeN/A
Net Assets5.01B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets31.76B
KAUFX vs PMBPX Comparison Chart in %
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KAUFX vs. PMBPX commentary
Jul 04, 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 StrongBuy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. KAUFX (5.01B). PMBPX pays higher dividends than KAUFX: PMBPX (0.01) vs KAUFX (0.00). KAUFX was incepted earlier than PMBPX: KAUFX (39 years) vs PMBPX (25 years). KAUFX (2.22) is less costly to investors than PMBPX (0.83). KAUFX is a more actively managed with annual turnover of: 34.00 vs. PMBPX (10.50). KAUFX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 14.22 vs. KAUFX (5.46). PMBPX return over 5 years is better than : 57.95 vs. KAUFX (-10.73).
KAUFXPMBPXKAUFX / PMBPX
Total Expense Ratio1.960.83236%
Annual Report Gross Expense Ratio2.220.83267%
Fund Existence39 years25 years-
Gain YTD8.1235.936137%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets5.01B31.8B16%
Annual Yield % from dividends0.000.01-
Returns for 1 year5.4614.2238%
Returns for 3 years28.5450.8156%
Returns for 5 years-10.7357.95-19%
Returns for 10 years-7.42102.35-7%
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