KMKAX
Price
$77.38
Change
-$0.04 (-0.05%)
Updated
Aug 29 closing price
Net Assets
293.18M
PMBPX
Price
$46.67
Change
-$0.01 (-0.02%)
Updated
Aug 29 closing price
Net Assets
32.88B
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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$77.38
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets293.18M
Principal MidCap R5
Price$46.67
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets32.88B
KMKAX vs PMBPX Comparison Chart in %
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KMKAX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.9B vs. KMKAX (293M). KMKAX pays higher dividends than PMBPX: KMKAX (0.52) 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). KMKAX annual gain was more profitable for investors over the last year : 31.79 vs. PMBPX (7.59). KMKAX return over 5 years is better than : 219.55 vs. PMBPX (44.23).
KMKAXPMBPXKMKAX / PMBPX
Total Expense Ratio1.650.83199%
Annual Report Gross Expense Ratio1.970.83237%
Fund Existence20 years25 years-
Gain YTD3.1187.38642%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets293M32.9B1%
Annual Yield % from dividends0.520.016,903%
Returns for 1 year31.797.59419%
Returns for 3 years101.7244.32230%
Returns for 5 years219.5544.23496%
Returns for 10 years410.77118.38347%
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