KMKAX
Price
$77.63
Change
-$0.49 (-0.63%)
Updated
Oct 17 closing price
Net Assets
296.84M
PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
Updated
Oct 17 closing price
Net Assets
31.93B
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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$77.63
Change-$0.49 (-0.63%)
VolumeN/A
Net Assets296.84M
Principal MidCap R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.93B
KMKAX vs PMBPX Comparison Chart in %
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KMKAX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.9B vs. KMKAX (297M). 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 : 13.21 vs. PMBPX (-2.88). KMKAX return over 5 years is better than : 237.60 vs. PMBPX (36.06).
KMKAXPMBPXKMKAX / PMBPX
Total Expense Ratio1.650.83199%
Annual Report Gross Expense Ratio1.970.83237%
Fund Existence20 years25 years-
Gain YTD3.4512.301150%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets297M31.9B1%
Annual Yield % from dividends0.510.016,695%
Returns for 1 year13.21-2.88-459%
Returns for 3 years87.1849.26177%
Returns for 5 years237.6036.06659%
Returns for 10 years402.42102.57392%
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