LSHUX
Price
$27.26
Change
-$0.53 (-1.91%)
Updated
Sep 17 closing price
Net Assets
29.07M
PEMGX
Price
$45.44
Change
-$0.12 (-0.26%)
Updated
Sep 17 closing price
Net Assets
33.2B
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LSHUX vs PEMGX

Header iconLSHUX vs PEMGX Comparison
Open Charts LSHUX vs PEMGXBanner chart's image
Kinetics Spin-Off and Corp Rest Instl
Price$27.26
Change-$0.53 (-1.91%)
VolumeN/A
Net Assets29.07M
Principal MidCap A
Price$45.44
Change-$0.12 (-0.26%)
VolumeN/A
Net Assets33.2B
LSHUX vs PEMGX Comparison Chart in %
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LSHUX vs. PEMGX commentary
Sep 18, 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 LSHUX is a StrongBuy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. LSHUX (29.1M). LSHUX pays higher dividends than PEMGX: LSHUX (1.40) vs PEMGX (0.00). LSHUX was incepted earlier than PEMGX: LSHUX (18 years) vs PEMGX (20 years). LSHUX (1.76) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. LSHUX (6.00). PEMGX has a lower initial minimum investment than LSHUX: PEMGX (1000) vs LSHUX (1000000). PEMGX annual gain was more profitable for investors over the last year : 5.93 vs. LSHUX (-0.54). LSHUX return over 5 years is better than : 201.25 vs. PEMGX (47.49).
LSHUXPEMGXLSHUX / PEMGX
Total Expense Ratio1.290.91142%
Annual Report Gross Expense Ratio1.760.91193%
Fund Existence18 years20 years-
Gain YTD-14.0696.898-204%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets29.1M33.2B0%
Annual Yield % from dividends1.400.00-
Returns for 1 year-0.545.93-9%
Returns for 3 years33.3947.3571%
Returns for 5 years201.2547.49424%
Returns for 10 years214.11110.82193%
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