KAUIX
Price
$6.37
Change
-$0.06 (-0.93%)
Updated
Jul 15 closing price
Net Assets
5.05B
PMBPX
Price
$45.53
Change
-$0.71 (-1.54%)
Updated
Jul 15 closing price
Net Assets
32.29B
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KAUIX vs PMBPX

Header iconKAUIX vs PMBPX Comparison
Open Charts KAUIX vs PMBPXBanner chart's image
Federated Hermes Kaufmann IS
Price$6.37
Change-$0.06 (-0.93%)
VolumeN/A
Net Assets5.05B
Principal MidCap R5
Price$45.53
Change-$0.71 (-1.54%)
VolumeN/A
Net Assets32.29B
KAUIX vs PMBPX Comparison Chart in %
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KAUIX vs. PMBPX commentary
Jul 16, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. KAUIX (5.05B). PMBPX pays higher dividends than KAUIX: PMBPX (0.01) vs KAUIX (0.00). KAUIX was incepted earlier than PMBPX: KAUIX (9 years) vs PMBPX (25 years). KAUIX (1.47) is less costly to investors than PMBPX (0.83). KAUIX is a more actively managed with annual turnover of: 34.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than KAUIX: PMBPX (0) vs KAUIX (1000000). PMBPX annual gain was more profitable for investors over the last year : 11.08 vs. KAUIX (3.41). PMBPX return over 5 years is better than : 54.15 vs. KAUIX (-8.61).
KAUIXPMBPXKAUIX / PMBPX
Total Expense Ratio1.470.83177%
Annual Report Gross Expense Ratio1.470.83177%
Fund Existence9 years25 years-
Gain YTD8.7036.397136%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.05B32.3B16%
Annual Yield % from dividends0.000.01-
Returns for 1 year3.4111.0831%
Returns for 3 years30.5350.8360%
Returns for 5 years-8.6154.15-16%
Returns for 10 yearsN/A99.99-
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