LSHAX
Price
$27.14
Change
-$0.29 (-1.06%)
Updated
Nov 19 closing price
Net Assets
28.55M
PEMGX
Price
$42.31
Change
-$0.02 (-0.05%)
Updated
Nov 19 closing price
Net Assets
30.83B
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LSHAX vs PEMGX

Header iconLSHAX vs PEMGX Comparison
Open Charts LSHAX vs PEMGXBanner chart's image
Kinetics Spin-Off and Corp Rest Adv A
Price$27.14
Change-$0.29 (-1.06%)
VolumeN/A
Net Assets28.55M
Principal MidCap A
Price$42.31
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets30.83B
LSHAX vs PEMGX Comparison Chart in %
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LSHAX vs. PEMGX commentary
Nov 20, 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 LSHAX is a Hold and PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.8B vs. LSHAX (28.5M). LSHAX pays higher dividends than PEMGX: LSHAX (1.03) vs PEMGX (0.00). LSHAX was incepted earlier than PEMGX: LSHAX (19 years) vs PEMGX (20 years). LSHAX (2.06) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. LSHAX (6.00). LSHAX (6%) and PEMGX (6%) have equivalent initial investment costs. PEMGX has a lower initial minimum investment than LSHAX: PEMGX (1000) vs LSHAX (2500). PEMGX annual gain was more profitable for investors over the last year : -6.45 vs. LSHAX (-32.68). LSHAX return over 5 years is better than : 153.29 vs. PEMGX (25.57).
LSHAXPEMGXLSHAX / PEMGX
Total Expense Ratio1.540.91169%
Annual Report Gross Expense Ratio2.060.91226%
Fund Existence19 years20 years-
Gain YTD-14.548-0.6802,138%
Front Load6%6%105%
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets28.5M30.8B0%
Annual Yield % from dividends1.030.00-
Returns for 1 year-32.68-6.45506%
Returns for 3 years-1.9332.28-6%
Returns for 5 years153.2925.57599%
Returns for 10 years203.4589.67227%
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