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KAUIX vs PEMGX
KAUIX vs PEMGX Comparison
Open Charts KAUIX vs PEMGX
Federated Hermes Kaufmann IS
Price$6.51
Change+$0.04 (+0.62%)
VolumeN/A
Net Assets5.08B
KAUIX vs PEMGX Comparison Chart in %
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KAUIX vs. PEMGX commentary
Aug 07, 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 KAUIX is a Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.4B vs. KAUIX (5.08B). KAUIX (0.00) and PEMGX (0.00) have matching dividends . KAUIX was incepted earlier than PEMGX: KAUIX (9 years) vs PEMGX (20 years). KAUIX (1.47) is less costly to investors than PEMGX (0.91). KAUIX is a more actively managed with annual turnover of: 34.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than KAUIX: PEMGX (1000) vs KAUIX (1000000). PEMGX (12.89) and KAUIX (12.63) have marching annual gain over last year. PEMGX return over 5 years is better than : 45.20 vs. KAUIX (-10.33).
| KAUIX | PEMGX | KAUIX / PEMGX | |
| Total Expense Ratio | 1.47 | 0.91 | 162% |
| Annual Report Gross Expense Ratio | 1.47 | 0.91 | 162% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | 11.092 | 5.819 | 191% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.08B | 32.4B | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 12.63 | 12.89 | 98% |
| Returns for 3 years | 22.37 | 35.93 | 62% |
| Returns for 5 years | -10.33 | 45.20 | -23% |
| Returns for 10 years | N/A | 96.55 | - |
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