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KMKCX vs PCBIX
KMKCX vs PCBIX Comparison
Open Charts KMKCX vs PCBIX
Kinetics Market Opportunities Adv C
Price$76.09
Change+$0.11 (+0.14%)
VolumeN/A
Net Assets308.9M
Principal MidCap Institutional
Price$47.75
Change+$0.49 (+1.04%)
VolumeN/A
Net Assets32.28B
KMKCX vs PCBIX Comparison Chart in %
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KMKCX vs. PCBIX 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 KMKCX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.3B vs. KMKCX (309M). PCBIX (0.12) and KMKCX (0.12) have matching dividends . KMKCX was incepted earlier than PCBIX: KMKCX (18 years) vs PCBIX (24 years). KMKCX (2.47) is less costly to investors than PCBIX (0.67). PCBIX is a more actively managed with annual turnover of: 10.50 vs. KMKCX (7.00). PCBIX has a lower initial minimum investment than KMKCX: PCBIX (0) vs KMKCX (2500). KMKCX annual gain was more profitable for investors over the last year : 49.00 vs. PCBIX (15.68). KMKCX return over 5 years is better than : 235.22 vs. PCBIX (61.53).
| KMKCX | PCBIX | KMKCX / PCBIX | |
| Total Expense Ratio | 2.15 | 0.67 | 321% |
| Annual Report Gross Expense Ratio | 2.47 | 0.67 | 369% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 6.928 | 7.135 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 32.3B | 1% |
| Annual Yield % from dividends | 0.12 | 0.12 | 100% |
| Returns for 1 year | 49.00 | 15.68 | 312% |
| Returns for 3 years | 117.98 | 53.44 | 221% |
| Returns for 5 years | 235.22 | 61.53 | 382% |
| Returns for 10 years | 365.95 | 109.29 | 335% |
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