KMKAX
Price
$80.44
Change
+$0.12 (+0.15%)
Updated
Jul 3 closing price
Net Assets
308.9M
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$80.44
Change+$0.12 (+0.15%)
VolumeN/A
Net Assets308.9M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
KMKAX vs PMBJX Comparison Chart in %
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KMKAX vs. PMBJX 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. KMKAX (309M). KMKAX pays higher dividends than PMBJX: KMKAX (0.50) vs PMBJX (0.06). KMKAX was incepted earlier than PMBJX: KMKAX (19 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 : 49.74 vs. PMBJX (15.26). KMKAX return over 5 years is better than : 243.98 vs. PMBJX (58.39).
KMKAXPMBJXKMKAX / PMBJX
Total Expense Ratio1.650.78212%
Annual Report Gross Expense Ratio1.970.78253%
Fund Existence19 years24 years-
Gain YTD7.1967.057102%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets309M32.3B1%
Annual Yield % from dividends0.500.06894%
Returns for 1 year49.7415.26326%
Returns for 3 years121.3951.79234%
Returns for 5 years243.9858.39418%
Returns for 10 years391.22100.46389%
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