PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
Updated
Oct 17 closing price
Net Assets
31.93B
WWNPX
Price
$124.41
Change
-$0.25 (-0.20%)
Updated
Oct 17 closing price
Net Assets
1.13B
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PMBPX vs WWNPX

Header iconPMBPX vs WWNPX Comparison
Open Charts PMBPX vs WWNPXBanner chart's image
Principal MidCap R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.93B
Kinetics Paradigm No Load
Price$124.41
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets1.13B
PMBPX vs WWNPX Comparison Chart in %
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PMBPX vs. WWNPX commentary
Oct 20, 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 PMBPX is a Buy and WWNPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.9B vs. WWNPX (1.13B). WWNPX pays higher dividends than PMBPX: WWNPX (0.07) vs PMBPX (0.01). PMBPX was incepted earlier than WWNPX: PMBPX (25 years) vs WWNPX (26 years). WWNPX (1.66) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. WWNPX (2.00). PMBPX has a lower initial minimum investment than WWNPX: PMBPX (0) vs WWNPX (2500). PMBPX annual gain was more profitable for investors over the last year : -2.88 vs. WWNPX (-4.11). WWNPX return over 5 years is better than : 197.45 vs. PMBPX (36.06).
PMBPXWWNPXPMBPX / WWNPX
Total Expense Ratio0.831.6451%
Annual Report Gross Expense Ratio0.831.6650%
Fund Existence25 years26 years-
Gain YTD2.301-7.073-33%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets31.9B1.13B2,831%
Annual Yield % from dividends0.010.0711%
Returns for 1 year-2.88-4.1170%
Returns for 3 years49.2644.32111%
Returns for 5 years36.06197.4518%
Returns for 10 years102.57277.1637%
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