KMKAX
Price
$78.80
Change
+$0.87 (+1.12%)
Updated
Jul 16 closing price
Net Assets
295.09M
PMBJX
Price
$43.11
Change
+$0.35 (+0.82%)
Updated
Jul 16 closing price
Net Assets
31.8B
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KMKAX vs PMBJX

Header iconKMKAX vs PMBJX Comparison
Open Charts KMKAX vs PMBJXBanner chart's image
Kinetics Market Opportunities Adv A
Price$78.80
Change+$0.87 (+1.12%)
VolumeN/A
Net Assets295.09M
Principal MidCap J
Price$43.11
Change+$0.35 (+0.82%)
VolumeN/A
Net Assets31.8B
KMKAX vs PMBJX Comparison Chart in %
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KMKAX vs. PMBJX commentary
Jul 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 KMKAX is a Hold and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. KMKAX (295M). KMKAX pays higher dividends than PMBJX: KMKAX (0.50) vs PMBJX (0.06). KMKAX was incepted earlier than PMBJX: KMKAX (19 years) vs PMBJX (24 years). KMKAX (1.97) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. KMKAX (7.00). PMBJX has a lower initial minimum investment than KMKAX: PMBJX (1000) vs KMKAX (2500). KMKAX annual gain was more profitable for investors over the last year : 34.48 vs. PMBJX (7.50). KMKAX return over 5 years is better than : 230.35 vs. PMBJX (49.92).
KMKAXPMBJXKMKAX / PMBJX
Total Expense Ratio1.650.78212%
Annual Report Gross Expense Ratio1.970.78253%
Fund Existence19 years24 years-
Gain YTD3.8514.77881%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets295M31.8B1%
Annual Yield % from dividends0.500.06894%
Returns for 1 year34.487.50460%
Returns for 3 years105.1147.95219%
Returns for 5 years230.3549.92461%
Returns for 10 years371.1393.03399%
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