KAUFX
Price
$6.19
Change
+$0.05 (+0.81%)
Updated
Jul 25 closing price
Net Assets
5.13B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.03B
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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$6.19
Change+$0.05 (+0.81%)
VolumeN/A
Net Assets5.13B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.03B
KAUFX vs PMBPX Comparison Chart in %
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KAUFX vs. PMBPX commentary
Jul 26, 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: 33B vs. KAUFX (5.13B). 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 : 12.81 vs. KAUFX (6.97). PMBPX return over 5 years is better than : 55.16 vs. KAUFX (-10.89).
KAUFXPMBPXKAUFX / PMBPX
Total Expense Ratio1.960.83236%
Annual Report Gross Expense Ratio2.220.83267%
Fund Existence39 years25 years-
Gain YTD10.8307.846138%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets5.13B33B16%
Annual Yield % from dividends0.000.01-
Returns for 1 year6.9712.8154%
Returns for 3 years28.7248.3359%
Returns for 5 years-10.8955.16-20%
Returns for 10 years-6.26105.82-6%
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