Interact to see
Advertisement
Advertisement
KMKAX vs PCBIX
KMKAX vs PCBIX Comparison
Open Charts KMKAX vs PCBIX
Kinetics Market Opportunities Adv A
Price$80.44
Change+$0.12 (+0.15%)
VolumeN/A
Net Assets308.9M
Principal MidCap Institutional
Price$47.75
Change+$0.49 (+1.04%)
VolumeN/A
Net Assets32.28B
KMKAX vs PCBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
KMKAX vs. PCBIX commentary
Jul 07, 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: 32.3B vs. KMKAX (309M). 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 : 49.74 vs. PCBIX (15.68). KMKAX return over 5 years is better than : 243.98 vs. PCBIX (61.53).
| 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 | 7.196 | 7.135 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 32.3B | 1% |
| Annual Yield % from dividends | 0.50 | 0.12 | 421% |
| Returns for 1 year | 49.74 | 15.68 | 317% |
| Returns for 3 years | 121.39 | 53.44 | 227% |
| Returns for 5 years | 243.98 | 61.53 | 397% |
| Returns for 10 years | 391.22 | 109.29 | 358% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers