KMKAX
Price
$78.80
Change
+$0.87 (+1.12%)
Updated
Jul 16 closing price
Net Assets
295.09M
PMBPX
Price
$45.90
Change
+$0.37 (+0.81%)
Updated
Jul 16 closing price
Net Assets
31.8B
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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$78.80
Change+$0.87 (+1.12%)
VolumeN/A
Net Assets295.09M
Principal MidCap R5
Price$45.90
Change+$0.37 (+0.81%)
VolumeN/A
Net Assets31.8B
KMKAX vs PMBPX Comparison Chart in %
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KMKAX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. KMKAX (295M). KMKAX pays higher dividends than PMBPX: KMKAX (0.50) vs PMBPX (0.01). KMKAX was incepted earlier than PMBPX: KMKAX (19 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 : 34.48 vs. PMBPX (7.64). KMKAX return over 5 years is better than : 230.35 vs. PMBPX (51.07).
KMKAXPMBPXKMKAX / PMBPX
Total Expense Ratio1.650.83199%
Annual Report Gross Expense Ratio1.970.83237%
Fund Existence19 years25 years-
Gain YTD3.8514.76381%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets295M31.8B1%
Annual Yield % from dividends0.500.016,622%
Returns for 1 year34.487.64451%
Returns for 3 years105.1148.51217%
Returns for 5 years230.3551.07451%
Returns for 10 years371.1396.92383%
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