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KAUIX vs PMBPX
KAUIX vs PMBPX Comparison
Open Charts KAUIX vs PMBPX
Federated Hermes Kaufmann IS
Price$6.01
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets4.79B
KAUIX vs PMBPX Comparison Chart
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KAUIX vs. PMBPX commentary
May 23, 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.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.5B vs. KAUIX (4.79B). PMBPX pays higher dividends than KAUIX: PMBPX (0.01) vs KAUIX (0.00). KAUIX was incepted earlier than PMBPX: KAUIX (8 years) vs PMBPX (24 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 : 7.96 vs. KAUIX (1.18). PMBPX return over 5 years is better than : 63.01 vs. KAUIX (-8.10).
| KAUIX | PMBPX | KAUIX / PMBPX | |
| Total Expense Ratio | 1.47 | 0.83 | 177% |
| Annual Report Gross Expense Ratio | 1.47 | 0.83 | 177% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 2.560 | 1.864 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.79B | 30.5B | 16% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 1.18 | 7.96 | 15% |
| Returns for 3 years | 25.21 | 41.09 | 61% |
| Returns for 5 years | -8.10 | 63.01 | -13% |
| Returns for 10 years | N/A | 90.00 | - |
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