PMBPX
Price
$41.52
Change
+$0.15 (+0.36%)
Updated
Apr 17 closing price
Net Assets
28.23B
WWNPX
Price
$148.09
Change
+$2.04 (+1.40%)
Updated
Apr 17 closing price
Net Assets
1.44B
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PMBPX vs WWNPX

Header iconPMBPX vs WWNPX Comparison
Open Charts PMBPX vs WWNPXBanner chart's image
Principal MidCap R5
Price$41.52
Change+$0.15 (+0.36%)
VolumeN/A
Net Assets28.23B
Kinetics Paradigm No Load
Price$148.09
Change+$2.04 (+1.40%)
VolumeN/A
Net Assets1.44B
PMBPX vs WWNPX Comparison Chart
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PMBPX vs. WWNPX 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 PMBPX is a Buy and WWNPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.2B vs. WWNPX (1.44B). WWNPX pays higher dividends than PMBPX: WWNPX (0.06) vs PMBPX (0.01). PMBPX was incepted earlier than WWNPX: PMBPX (24 years) vs WWNPX (25 years). WWNPX (1.68) is less costly to investors than PMBPX (0.84). PMBPX is a more actively managed with annual turnover of: 10.50 vs. WWNPX (0.00). PMBPX has a lower initial minimum investment than WWNPX: PMBPX (0) vs WWNPX (2500). WWNPX annual gain was more profitable for investors over the last year : 81.23 vs. PMBPX (6.71). WWNPX return over 5 years is better than : 257.36 vs. PMBPX (60.92).
PMBPXWWNPXPMBPX / WWNPX
Total Expense Ratio0.841.6451%
Annual Report Gross Expense Ratio0.841.6850%
Fund Existence24 years25 years-
Gain YTD-4.8099.090-53%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets28.2B1.44B1,957%
Annual Yield % from dividends0.010.0614%
Returns for 1 year6.7181.238%
Returns for 3 years18.3885.8421%
Returns for 5 years60.92257.3624%
Returns for 10 years78.70300.4426%
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