KMKCX
Price
$74.43
Change
+$0.08 (+0.11%)
Updated
Jul 25 closing price
Net Assets
292.59M
PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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KMKCX vs PMBJX

Header iconKMKCX vs PMBJX Comparison
Open Charts KMKCX vs PMBJXBanner chart's image
Kinetics Market Opportunities Adv C
Price$74.43
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets292.59M
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
KMKCX vs PMBJX Comparison Chart in %
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KMKCX vs. PMBJX commentary
Jul 28, 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. KMKCX (293M). KMKCX pays higher dividends than PMBJX: KMKCX (0.12) vs PMBJX (0.06). KMKCX was incepted earlier than PMBJX: KMKCX (18 years) vs PMBJX (24 years). KMKCX (2.47) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. KMKCX (7.00). PMBJX has a lower initial minimum investment than KMKCX: PMBJX (1000) vs KMKCX (2500). KMKCX annual gain was more profitable for investors over the last year : 37.16 vs. PMBJX (13.47). KMKCX return over 5 years is better than : 225.20 vs. PMBJX (55.02).
KMKCXPMBJXKMKCX / PMBJX
Total Expense Ratio2.150.78276%
Annual Report Gross Expense Ratio2.470.78317%
Fund Existence18 years24 years-
Gain YTD4.5958.65053%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets293M33.2B1%
Annual Yield % from dividends0.120.06211%
Returns for 1 year37.1613.47276%
Returns for 3 years97.1148.88199%
Returns for 5 years225.2055.02409%
Returns for 10 years366.86103.26355%
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