KMKAX
Price
$77.38
Change
-$0.04 (-0.05%)
Updated
Aug 29 closing price
Net Assets
293.18M
PEMGX
Price
$45.74
Change
-$0.02 (-0.04%)
Updated
Aug 29 closing price
Net Assets
32.88B
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KMKAX vs PEMGX

Header iconKMKAX vs PEMGX Comparison
Open Charts KMKAX vs PEMGXBanner chart's image
Kinetics Market Opportunities Adv A
Price$77.38
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets293.18M
Principal MidCap A
Price$45.74
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets32.88B
KMKAX vs PEMGX Comparison Chart in %
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KMKAX vs. PEMGX commentary
Sep 01, 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 KMKAX is a Buy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. KMKAX (293M). KMKAX pays higher dividends than PEMGX: KMKAX (0.52) vs PEMGX (0.00). KMKAX was incepted earlier than PEMGX: KMKAX (20 years) vs PEMGX (20 years). KMKAX (1.97) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. KMKAX (7.00). KMKAX (6%) and PEMGX (6%) have equivalent initial investment costs. PEMGX has a lower initial minimum investment than KMKAX: PEMGX (1000) vs KMKAX (2500). KMKAX annual gain was more profitable for investors over the last year : 31.79 vs. PEMGX (7.42). KMKAX return over 5 years is better than : 219.55 vs. PEMGX (43.12).
KMKAXPEMGXKMKAX / PEMGX
Total Expense Ratio1.650.91181%
Annual Report Gross Expense Ratio1.970.91216%
Fund Existence20 years20 years-
Gain YTD3.1187.32143%
Front Load6%6%105%
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets293M32.9B1%
Annual Yield % from dividends0.520.00-
Returns for 1 year31.797.42428%
Returns for 3 years101.7243.70233%
Returns for 5 years219.5543.12509%
Returns for 10 years410.77114.73358%
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