KMKAX
Price
$76.75
Change
+$0.67 (+0.88%)
Updated
Sep 8 closing price
Net Assets
293.4M
PMBJX
Price
$44.08
Change
+$0.39 (+0.89%)
Updated
Sep 8 closing price
Net Assets
33.36B
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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$76.75
Change+$0.67 (+0.88%)
VolumeN/A
Net Assets293.4M
Principal MidCap J
Price$44.08
Change+$0.39 (+0.89%)
VolumeN/A
Net Assets33.36B
KMKAX vs PMBJX Comparison Chart in %
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KMKAX vs. PMBJX commentary
Sep 09, 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: 33.4B vs. KMKAX (293M). KMKAX pays higher dividends than PMBJX: KMKAX (0.52) 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). KMKAX annual gain was more profitable for investors over the last year : 37.82 vs. PMBJX (9.02). KMKAX return over 5 years is better than : 223.44 vs. PMBJX (46.26).
KMKAXPMBJXKMKAX / PMBJX
Total Expense Ratio1.650.78212%
Annual Report Gross Expense Ratio1.970.78253%
Fund Existence20 years25 years-
Gain YTD1.3867.05720%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets293M33.4B1%
Annual Yield % from dividends0.520.06932%
Returns for 1 year37.829.02419%
Returns for 3 years91.6245.53201%
Returns for 5 years223.4446.26483%
Returns for 10 years399.62107.65371%
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