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KMKAX vs PCBIX
KMKAX vs PCBIX Comparison
Open Charts KMKAX vs PCBIX
Kinetics Market Opportunities Adv A
Price$76.08
Change-$1.00 (-1.30%)
VolumeN/A
Net Assets291.8M
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
KMKAX vs PCBIX Comparison Chart in %
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KMKAX vs. PCBIX commentary
Aug 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 KMKAX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. KMKAX (292M). KMKAX pays higher dividends than PCBIX: KMKAX (0.51) vs PCBIX (0.12). KMKAX was incepted earlier than PCBIX: KMKAX (20 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 : 34.62 vs. PCBIX (9.35). KMKAX return over 5 years is better than : 207.13 vs. PCBIX (46.92).
| 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 | 24 years | - |
| Gain YTD | 1.386 | 5.901 | 23% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 32.5B | 1% |
| Annual Yield % from dividends | 0.51 | 0.12 | 432% |
| Returns for 1 year | 34.62 | 9.35 | 370% |
| Returns for 3 years | 96.41 | 31.62 | 305% |
| Returns for 5 years | 207.13 | 46.92 | 441% |
| Returns for 10 years | 380.29 | 101.31 | 375% |
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