PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
WWNPX
Price
$121.27
Change
-$2.90 (-2.34%)
Updated
Aug 15 closing price
Net Assets
1.12B
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PMBPX vs WWNPX

Header iconPMBPX vs WWNPX Comparison
Open Charts PMBPX vs WWNPXBanner chart's image
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
Kinetics Paradigm No Load
Price$121.27
Change-$2.90 (-2.34%)
VolumeN/A
Net Assets1.12B
PMBPX vs WWNPX Comparison Chart in %
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PMBPX vs. WWNPX commentary
Aug 18, 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 StrongBuy and WWNPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. WWNPX (1.12B). 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). WWNPX annual gain was more profitable for investors over the last year : 16.46 vs. PMBPX (9.12). WWNPX return over 5 years is better than : 164.38 vs. PMBPX (45.20).
PMBPXWWNPXPMBPX / WWNPX
Total Expense Ratio0.831.6451%
Annual Report Gross Expense Ratio0.831.6650%
Fund Existence25 years26 years-
Gain YTD5.798-9.419-62%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets32.5B1.12B2,894%
Annual Yield % from dividends0.010.0711%
Returns for 1 year9.1216.4655%
Returns for 3 years30.7553.2258%
Returns for 5 years45.20164.3827%
Returns for 10 years96.67263.5837%
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