KAUIX
Price
$6.17
Change
-$0.08 (-1.28%)
Updated
Jun 13 closing price
Net Assets
4.96B
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$6.17
Change-$0.08 (-1.28%)
VolumeN/A
Net Assets4.96B
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
KAUIX vs PMBPX Comparison Chart
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KAUIX vs. PMBPX commentary
Jun 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 Buy and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. KAUIX (4.96B). PMBPX pays higher dividends than KAUIX: PMBPX (0.01) vs KAUIX (0.00). KAUIX was incepted earlier than PMBPX: KAUIX (8 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 : 10.26 vs. KAUIX (3.35). PMBPX return over 5 years is better than : 54.31 vs. KAUIX (-4.64).
KAUIXPMBPXKAUIX / PMBPX
Total Expense Ratio1.470.83177%
Annual Report Gross Expense Ratio1.470.83177%
Fund Existence8 years25 years-
Gain YTD5.2901.933274%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.96B30.6B16%
Annual Yield % from dividends0.000.01-
Returns for 1 year3.3510.2633%
Returns for 3 years35.6049.5272%
Returns for 5 years-4.6454.31-9%
Returns for 10 yearsN/A92.68-
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