KMKAX
Price
$74.88
Change
+$1.97 (+2.70%)
Updated
Dec 3 closing price
Net Assets
281.81M
PMBJX
Price
$41.37
Change
-$0.18 (-0.43%)
Updated
Dec 2 closing price
Net Assets
31.51B
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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$74.88
Change+$1.97 (+2.70%)
VolumeN/A
Net Assets281.81M
Principal MidCap J
Price$41.37
Change-$0.18 (-0.43%)
VolumeN/A
Net Assets31.51B
KMKAX vs PMBJX Comparison Chart in %
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KMKAX vs. PMBJX commentary
Dec 04, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.5B vs. KMKAX (282M). KMKAX pays higher dividends than PMBJX: KMKAX (0.54) vs PMBJX (0.06). KMKAX was incepted earlier than PMBJX: KMKAX (20 years) vs PMBJX (25 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). PMBJX annual gain was more profitable for investors over the last year : -8.04 vs. KMKAX (-20.34). KMKAX return over 5 years is better than : 160.60 vs. PMBJX (26.06).
KMKAXPMBJXKMKAX / PMBJX
Total Expense Ratio1.650.78212%
Annual Report Gross Expense Ratio1.970.78253%
Fund Existence20 years25 years-
Gain YTD-3.9711.813-219%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets282M31.5B1%
Annual Yield % from dividends0.540.06939%
Returns for 1 year-20.34-8.04253%
Returns for 3 years50.3031.65159%
Returns for 5 years160.6026.06616%
Returns for 10 years371.1193.01399%
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