KMKAX
Price
$76.75
Change
+$0.67 (+0.88%)
Updated
Sep 8 closing price
Net Assets
293.4M
PMBPX
Price
$46.93
Change
+$0.42 (+0.90%)
Updated
Sep 8 closing price
Net Assets
33.36B
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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$76.75
Change+$0.67 (+0.88%)
VolumeN/A
Net Assets293.4M
Principal MidCap R5
Price$46.93
Change+$0.42 (+0.90%)
VolumeN/A
Net Assets33.36B
KMKAX vs PMBPX Comparison Chart in %
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KMKAX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.4B vs. KMKAX (293M). KMKAX pays higher dividends than PMBPX: KMKAX (0.52) 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 : 37.82 vs. PMBPX (9.16). KMKAX return over 5 years is better than : 223.44 vs. PMBPX (47.38).
KMKAXPMBPXKMKAX / PMBPX
Total Expense Ratio1.650.83199%
Annual Report Gross Expense Ratio1.970.83237%
Fund Existence20 years25 years-
Gain YTD1.3867.01820%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets293M33.4B1%
Annual Yield % from dividends0.520.016,903%
Returns for 1 year37.829.16413%
Returns for 3 years91.6246.04199%
Returns for 5 years223.4447.38472%
Returns for 10 years399.62111.63358%
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