KMKAX
Price
$80.78
Change
+$0.39 (+0.49%)
Updated
Apr 16 closing price
Net Assets
344.06M
PMBPX
Price
$41.37
Change
-$0.59 (-1.41%)
Updated
Apr 16 closing price
Net Assets
28.6B
Ad is loading...

KMKAX vs PMBPX

Header iconKMKAX vs PMBPX Comparison
Open Charts KMKAX vs PMBPXBanner chart's image
Kinetics Market Opportunities Adv A
Price$80.78
Change+$0.39 (+0.49%)
VolumeN/A
Net Assets344.06M
Principal MidCap R5
Price$41.37
Change-$0.59 (-1.41%)
VolumeN/A
Net Assets28.6B
KMKAX vs PMBPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
KMKAX vs. PMBPX commentary
Apr 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 StrongBuy and PMBPX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.6B vs. KMKAX (344M). KMKAX pays higher dividends than PMBPX: KMKAX (0.48) vs PMBPX (0.01). KMKAX was incepted earlier than PMBPX: KMKAX (19 years) vs PMBPX (24 years). KMKAX (2.01) is less costly to investors than PMBPX (0.84). PMBPX is a more actively managed with annual turnover of: 10.50 vs. KMKAX (5.00). 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 : 69.62 vs. PMBPX (7.85). KMKAX return over 5 years is better than : 263.98 vs. PMBPX (63.22).
KMKAXPMBPXKMKAX / PMBPX
Total Expense Ratio1.650.84196%
Annual Report Gross Expense Ratio2.010.84239%
Fund Existence19 years24 years-
Gain YTD7.130-3.451-207%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets344M28.6B1%
Annual Yield % from dividends0.480.016,016%
Returns for 1 year69.627.85887%
Returns for 3 years99.4519.18518%
Returns for 5 years263.9863.22418%
Returns for 10 years378.9682.50459%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SCHY25.340.16
+0.64%
Schwab International Dividend Equity ETF
ISVL37.030.20
+0.55%
iShares Intl Dev Sm Cp Val Fctr ETF
NUEM28.10-0.17
-0.59%
Nuveen ESG Emerging Markets Equity ETF
VFH111.13-1.76
-1.56%
Vanguard Financials ETF
PTH37.02-0.65
-1.73%
Invesco Dorsey Wright Healthcare MomtETF