KMKAX
Price
$75.37
Change
-$2.32 (-2.99%)
Updated
Aug 7 closing price
Net Assets
297.2M
PMBPX
Price
$45.71
Change
-$0.33 (-0.72%)
Updated
Aug 7 closing price
Net Assets
32.43B
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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$75.37
Change-$2.32 (-2.99%)
VolumeN/A
Net Assets297.2M
Principal MidCap R5
Price$45.71
Change-$0.33 (-0.72%)
VolumeN/A
Net Assets32.43B
KMKAX vs PMBPX Comparison Chart in %
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KMKAX vs. PMBPX commentary
Aug 08, 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: 32.4B vs. KMKAX (297M). 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). KMKAX annual gain was more profitable for investors over the last year : 44.59 vs. PMBPX (14.25). KMKAX return over 5 years is better than : 217.50 vs. PMBPX (46.40).
KMKAXPMBPXKMKAX / PMBPX
Total Expense Ratio1.650.83199%
Annual Report Gross Expense Ratio1.970.83237%
Fund Existence20 years25 years-
Gain YTD3.5315.93659%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets297M32.4B1%
Annual Yield % from dividends0.510.016,804%
Returns for 1 year44.5914.25313%
Returns for 3 years97.7435.98272%
Returns for 5 years217.5046.40469%
Returns for 10 years385.3897.60395%
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