Interact to see
Advertisement
Advertisement
KMKAX vs PCBIX
KMKAX vs PCBIX Comparison
Open Charts KMKAX vs PCBIX
Kinetics Market Opportunities Adv A
Price$80.67
Change+$0.20 (+0.25%)
VolumeN/A
Net Assets362.27M
Principal MidCap Institutional
Price$45.47
Change-$0.70 (-1.52%)
VolumeN/A
Net Assets30.56B
KMKAX vs PCBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
KMKAX vs. PCBIX commentary
Jun 16, 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 Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 30.6B vs. KMKAX (362M). KMKAX pays higher dividends than PCBIX: KMKAX (0.50) vs PCBIX (0.12). KMKAX was incepted earlier than PCBIX: KMKAX (19 years) vs PCBIX (24 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). KMKAX annual gain was more profitable for investors over the last year : 47.09 vs. PCBIX (10.51). KMKAX return over 5 years is better than : 232.87 vs. PCBIX (56.19).
| KMKAX | PCBIX | KMKAX / PCBIX | |
| Total Expense Ratio | 1.65 | 0.67 | 246% |
| Annual Report Gross Expense Ratio | 1.97 | 0.67 | 294% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 7.503 | 2.019 | 372% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 362M | 30.6B | 1% |
| Annual Yield % from dividends | 0.50 | 0.12 | 406% |
| Returns for 1 year | 47.09 | 10.51 | 448% |
| Returns for 3 years | 112.10 | 50.56 | 222% |
| Returns for 5 years | 232.87 | 56.19 | 414% |
| Returns for 10 years | 382.87 | 97.25 | 394% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers