KMKYX
Price
$83.50
Change
+$0.12 (+0.14%)
Updated
Jul 3 closing price
Net Assets
308.9M
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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KMKYX vs PMBJX

Header iconKMKYX vs PMBJX Comparison
Open Charts KMKYX vs PMBJXBanner chart's image
Kinetics Market Opportunities Inst
Price$83.50
Change+$0.12 (+0.14%)
VolumeN/A
Net Assets308.9M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
KMKYX vs PMBJX Comparison Chart in %
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KMKYX vs. PMBJX commentary
Jul 06, 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 KMKYX is a Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. KMKYX (309M). KMKYX pays higher dividends than PMBJX: KMKYX (0.77) vs PMBJX (0.06). KMKYX was incepted earlier than PMBJX: KMKYX (17 years) vs PMBJX (24 years). KMKYX (1.67) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. KMKYX (7.00). PMBJX has a lower initial minimum investment than KMKYX: PMBJX (1000) vs KMKYX (1000000). KMKYX annual gain was more profitable for investors over the last year : 50.40 vs. PMBJX (15.26). KMKYX return over 5 years is better than : 250.63 vs. PMBJX (58.39).
KMKYXPMBJXKMKYX / PMBJX
Total Expense Ratio1.200.78154%
Annual Report Gross Expense Ratio1.670.78214%
Fund Existence17 years24 years-
Gain YTD7.4377.057105%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets309M32.3B1%
Annual Yield % from dividends0.770.061,362%
Returns for 1 year50.4015.26330%
Returns for 3 years123.6351.79239%
Returns for 5 years250.6358.39429%
Returns for 10 years413.25100.46411%
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