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KMKYX vs PCBIX
KMKYX vs PCBIX Comparison
Open Charts KMKYX vs PCBIX
Kinetics Market Opportunities Inst
Price$83.50
Change+$0.12 (+0.14%)
VolumeN/A
Net Assets308.9M
Principal MidCap Institutional
Price$47.75
Change+$0.49 (+1.04%)
VolumeN/A
Net Assets32.28B
KMKYX vs PCBIX Comparison Chart in %
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KMKYX 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 KMKYX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.3B vs. KMKYX (309M). KMKYX pays higher dividends than PCBIX: KMKYX (0.77) vs PCBIX (0.12). KMKYX was incepted earlier than PCBIX: KMKYX (17 years) vs PCBIX (24 years). KMKYX (1.67) is less costly to investors than PCBIX (0.67). PCBIX is a more actively managed with annual turnover of: 10.50 vs. KMKYX (7.00). PCBIX has a lower initial minimum investment than KMKYX: PCBIX (0) vs KMKYX (1000000). KMKYX annual gain was more profitable for investors over the last year : 50.40 vs. PCBIX (15.68). KMKYX return over 5 years is better than : 250.63 vs. PCBIX (61.53).
| KMKYX | PCBIX | KMKYX / PCBIX | |
| Total Expense Ratio | 1.20 | 0.67 | 179% |
| Annual Report Gross Expense Ratio | 1.67 | 0.67 | 249% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 7.437 | 7.135 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 32.3B | 1% |
| Annual Yield % from dividends | 0.77 | 0.12 | 641% |
| Returns for 1 year | 50.40 | 15.68 | 321% |
| Returns for 3 years | 123.63 | 53.44 | 231% |
| Returns for 5 years | 250.63 | 61.53 | 407% |
| Returns for 10 years | 413.25 | 109.29 | 378% |
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