Interact to see
Advertisement
Advertisement
KMKAX vs PCBIX
KMKAX vs PCBIX Comparison
Open Charts KMKAX vs PCBIX
Kinetics Market Opportunities Adv A
Price$72.88
Change-$0.77 (-1.05%)
VolumeN/A
Net Assets271.04M
Principal MidCap Institutional
Price$43.55
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets31.17B
KMKAX vs PCBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
KMKAX vs. PCBIX commentary
Dec 29, 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 KMKAX is a Hold and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.2B vs. KMKAX (271M). KMKAX pays higher dividends than PCBIX: KMKAX (0.54) vs PCBIX (0.12). KMKAX was incepted earlier than PCBIX: KMKAX (20 years) vs PCBIX (25 years). KMKAX (1.97) is less costly to investors than PCBIX (0.67). PCBIX is a more actively managed with annual turnover of: 10.50 vs. KMKAX (7.00). PCBIX has a lower initial minimum investment than KMKAX: PCBIX (0) vs KMKAX (2500). PCBIX annual gain was more profitable for investors over the last year : -4.25 vs. KMKAX (-6.23). KMKAX return over 5 years is better than : 149.55 vs. PCBIX (21.92).
| KMKAX | PCBIX | KMKAX / PCBIX | |
| Total Expense Ratio | 1.65 | 0.67 | 246% |
| Annual Report Gross Expense Ratio | 1.97 | 0.67 | 294% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -2.878 | -2.289 | 126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 31.2B | 1% |
| Annual Yield % from dividends | 0.54 | 0.12 | 442% |
| Returns for 1 year | -6.23 | -4.25 | 147% |
| Returns for 3 years | 57.90 | 40.26 | 144% |
| Returns for 5 years | 149.55 | 21.92 | 682% |
| Returns for 10 years | 396.37 | 108.80 | 364% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement