KMKCX
Price
$74.52
Change
+$0.82 (+1.11%)
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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KMKCX vs PMBPX

Header iconKMKCX vs PMBPX Comparison
Open Charts KMKCX vs PMBPXBanner chart's image
Kinetics Market Opportunities Adv C
Price$74.52
Change+$0.82 (+1.11%)
VolumeN/A
Net Assets295.09M
Principal MidCap R5
Price$45.90
Change+$0.37 (+0.81%)
VolumeN/A
Net Assets31.8B
KMKCX vs PMBPX Comparison Chart in %
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KMKCX 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 KMKCX is a Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. KMKCX (295M). KMKCX pays higher dividends than PMBPX: KMKCX (0.12) vs PMBPX (0.01). KMKCX was incepted earlier than PMBPX: KMKCX (18 years) vs PMBPX (25 years). KMKCX (2.47) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. KMKCX (7.00). PMBPX has a lower initial minimum investment than KMKCX: PMBPX (0) vs KMKCX (2500). KMKCX annual gain was more profitable for investors over the last year : 33.82 vs. PMBPX (7.64). KMKCX return over 5 years is better than : 222.01 vs. PMBPX (51.07).
KMKCXPMBPXKMKCX / PMBPX
Total Expense Ratio2.150.83259%
Annual Report Gross Expense Ratio2.470.83298%
Fund Existence18 years25 years-
Gain YTD3.5694.76375%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets295M31.8B1%
Annual Yield % from dividends0.120.011,566%
Returns for 1 year33.827.64442%
Returns for 3 years101.9648.51210%
Returns for 5 years222.0151.07435%
Returns for 10 years346.9696.92358%
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