KMKAX
Price
$76.08
Change
-$1.00 (-1.30%)
Updated
Aug 15 closing price
Net Assets
291.8M
PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
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KMKAX vs PMBPX

Header iconKMKAX vs PMBPX Comparison
Open Charts KMKAX vs PMBPXBanner chart's image
Kinetics Market Opportunities Adv A
Price$76.08
Change-$1.00 (-1.30%)
VolumeN/A
Net Assets291.8M
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
KMKAX vs PMBPX Comparison Chart in %
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KMKAX vs. PMBPX commentary
Aug 18, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. KMKAX (292M). KMKAX pays higher dividends than PMBPX: KMKAX (0.51) vs PMBPX (0.01). KMKAX was incepted earlier than PMBPX: KMKAX (20 years) vs PMBPX (25 years). KMKAX (1.97) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. KMKAX (7.00). PMBPX has a lower initial minimum investment than KMKAX: PMBPX (0) vs KMKAX (2500). KMKAX annual gain was more profitable for investors over the last year : 34.62 vs. PMBPX (9.12). KMKAX return over 5 years is better than : 207.13 vs. PMBPX (45.20).
KMKAXPMBPXKMKAX / PMBPX
Total Expense Ratio1.650.83199%
Annual Report Gross Expense Ratio1.970.83237%
Fund Existence20 years25 years-
Gain YTD1.3865.79824%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets292M32.5B1%
Annual Yield % from dividends0.510.016,804%
Returns for 1 year34.629.12380%
Returns for 3 years96.4130.75314%
Returns for 5 years207.1345.20458%
Returns for 10 years380.2996.67393%
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