KMKAX
Price
$76.91
Change
-$2.29 (-2.89%)
Updated
Feb 3 closing price
Net Assets
282.67M
PEMGX
Price
$39.53
Change
-$4.75 (-10.73%)
Updated
Feb 3 closing price
Net Assets
29.47B
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KMKAX vs PEMGX

Header iconKMKAX vs PEMGX Comparison
Open Charts KMKAX vs PEMGXBanner chart's image
Kinetics Market Opportunities Adv A
Price$76.91
Change-$2.29 (-2.89%)
VolumeN/A
Net Assets282.67M
Principal MidCap A
Price$39.53
Change-$4.75 (-10.73%)
VolumeN/A
Net Assets29.47B
KMKAX vs PEMGX Comparison Chart in %
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KMKAX vs. PEMGX commentary
Feb 05, 2026

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 PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. KMKAX (283M). KMKAX pays higher dividends than PEMGX: KMKAX (0.10) vs PEMGX (0.00). KMKAX was incepted earlier than PEMGX: KMKAX (20 years) vs PEMGX (21 years). KMKAX (1.97) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 13.70 vs. KMKAX (7.00). KMKAX (6%) and PEMGX (6%) have equivalent initial investment costs. PEMGX has a lower initial minimum investment than KMKAX: PEMGX (1000) vs KMKAX (2500). KMKAX annual gain was more profitable for investors over the last year : -9.20 vs. PEMGX (-11.39). KMKAX return over 5 years is better than : 123.83 vs. PEMGX (11.73).
KMKAXPEMGXKMKAX / PEMGX
Total Expense Ratio1.650.91181%
Annual Report Gross Expense Ratio1.970.91216%
Fund Existence20 years21 years-
Gain YTD6.642-2.946-225%
Front Load6%6%105%
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets283M29.5B1%
Annual Yield % from dividends0.100.00-
Returns for 1 year-9.20-11.3981%
Returns for 3 years85.9120.37422%
Returns for 5 years123.8311.731,056%
Returns for 10 years459.59115.63397%
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