KMKAX
Price
$75.15
Change
-$1.07 (-1.40%)
Updated
Nov 18 closing price
Net Assets
290M
PMBPX
Price
$43.21
Change
-$0.01 (-0.02%)
Updated
Nov 18 closing price
Net Assets
30.87B
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KMKAX vs PMBPX

Header iconKMKAX vs PMBPX Comparison
Open Charts KMKAX vs PMBPXBanner chart's image
Kinetics Market Opportunities Adv A
Price$75.15
Change-$1.07 (-1.40%)
VolumeN/A
Net Assets290M
Principal MidCap R5
Price$43.21
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets30.87B
KMKAX vs PMBPX Comparison Chart in %
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KMKAX vs. PMBPX commentary
Nov 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 KMKAX is a Hold and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. KMKAX (290M). KMKAX pays higher dividends than PMBPX: KMKAX (0.51) vs PMBPX (0.01). KMKAX was incepted earlier than PMBPX: KMKAX (20 years) vs PMBPX (25 years). KMKAX (1.97) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. KMKAX (7.00). PMBPX has a lower initial minimum investment than KMKAX: PMBPX (0) vs KMKAX (2500). PMBPX annual gain was more profitable for investors over the last year : -6.34 vs. KMKAX (-10.97). KMKAX return over 5 years is better than : 194.13 vs. PMBPX (25.69).
KMKAXPMBPXKMKAX / PMBPX
Total Expense Ratio1.650.83199%
Annual Report Gross Expense Ratio1.970.83237%
Fund Existence20 years25 years-
Gain YTD1.572-0.552-285%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets290M30.9B1%
Annual Yield % from dividends0.510.016,442%
Returns for 1 year-10.97-6.34173%
Returns for 3 years56.2132.91171%
Returns for 5 years194.1325.69756%
Returns for 10 years396.1092.99426%
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