LSHAX
Price
$28.31
Change
-$0.35 (-1.22%)
Updated
Oct 7 closing price
Net Assets
30.19M
PEMGX
Price
$44.59
Change
-$0.32 (-0.71%)
Updated
Oct 7 closing price
Net Assets
33.08B
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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$28.31
Change-$0.35 (-1.22%)
VolumeN/A
Net Assets30.19M
Principal MidCap A
Price$44.59
Change-$0.32 (-0.71%)
VolumeN/A
Net Assets33.08B
LSHAX vs PEMGX Comparison Chart in %
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LSHAX vs. PEMGX commentary
Oct 08, 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 Buy and PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.1B vs. LSHAX (30.2M). LSHAX pays higher dividends than PEMGX: LSHAX (1.04) vs PEMGX (0.00). LSHAX was incepted earlier than PEMGX: LSHAX (18 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 : 4.13 vs. LSHAX (-6.29). LSHAX return over 5 years is better than : 199.46 vs. PEMGX (39.26).
LSHAXPEMGXLSHAX / PEMGX
Total Expense Ratio1.540.91169%
Annual Report Gross Expense Ratio2.060.91226%
Fund Existence18 years20 years-
Gain YTD-10.7175.373-199%
Front Load6%6%105%
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets30.2M33.1B0%
Annual Yield % from dividends1.040.00-
Returns for 1 year-6.294.13-152%
Returns for 3 years29.9254.1255%
Returns for 5 years199.4639.26508%
Returns for 10 years210.64105.92199%
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