KMKAX
Price
$77.63
Change
-$0.49 (-0.63%)
Updated
Oct 17 closing price
Net Assets
296.84M
PMBMX
Price
$41.67
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
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KMKAX vs PMBMX

Header iconKMKAX vs PMBMX Comparison
Open Charts KMKAX vs PMBMXBanner chart's image
Kinetics Market Opportunities Adv A
Price$77.63
Change-$0.49 (-0.63%)
VolumeN/A
Net Assets296.84M
Principal MidCap R3
Price$41.67
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.93B
KMKAX vs PMBMX Comparison Chart in %
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KMKAX vs. PMBMX commentary
Oct 19, 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 Hold and PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.9B vs. KMKAX (297M). KMKAX pays higher dividends than PMBMX: KMKAX (0.51) vs PMBMX (0.02). KMKAX was incepted earlier than PMBMX: KMKAX (20 years) vs PMBMX (25 years). KMKAX (1.97) is less costly to investors than PMBMX (1.14). PMBMX is a more actively managed with annual turnover of: 10.50 vs. KMKAX (7.00). PMBMX has a lower initial minimum investment than KMKAX: PMBMX (0) vs KMKAX (2500). KMKAX annual gain was more profitable for investors over the last year : 13.21 vs. PMBMX (-3.39). KMKAX return over 5 years is better than : 237.60 vs. PMBMX (32.70).
KMKAXPMBMXKMKAX / PMBMX
Total Expense Ratio1.651.14145%
Annual Report Gross Expense Ratio1.971.14173%
Fund Existence20 years25 years-
Gain YTD3.4512.007172%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets297M31.9B1%
Annual Yield % from dividends0.510.022,384%
Returns for 1 year13.21-3.39-390%
Returns for 3 years87.1847.07185%
Returns for 5 years237.6032.70727%
Returns for 10 years402.4292.87433%
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