KMKAX
Price
$78.71
Change
+$0.08 (+0.10%)
Updated
Jul 25 closing price
Net Assets
292.59M
PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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KMKAX vs PMBJX

Header iconKMKAX vs PMBJX Comparison
Open Charts KMKAX vs PMBJXBanner chart's image
Kinetics Market Opportunities Adv A
Price$78.71
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets292.59M
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
KMKAX vs PMBJX Comparison Chart in %
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KMKAX vs. PMBJX commentary
Jul 27, 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. KMKAX (293M). KMKAX pays higher dividends than PMBJX: KMKAX (0.50) vs PMBJX (0.06). KMKAX was incepted earlier than PMBJX: KMKAX (20 years) vs PMBJX (24 years). KMKAX (1.97) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. KMKAX (7.00). PMBJX has a lower initial minimum investment than KMKAX: PMBJX (1000) vs KMKAX (2500). KMKAX annual gain was more profitable for investors over the last year : 37.86 vs. PMBJX (13.47). KMKAX return over 5 years is better than : 233.66 vs. PMBJX (55.02).
KMKAXPMBJXKMKAX / PMBJX
Total Expense Ratio1.650.78212%
Annual Report Gross Expense Ratio1.970.78253%
Fund Existence20 years24 years-
Gain YTD4.8918.65057%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets293M33.2B1%
Annual Yield % from dividends0.500.06894%
Returns for 1 year37.8613.47281%
Returns for 3 years100.2448.88205%
Returns for 5 years233.6655.02425%
Returns for 10 years392.05103.26380%
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