PMBPX
Price
$44.27
Change
+$0.36 (+0.82%)
Updated
May 8 closing price
Net Assets
30.17B
WWNPX
Price
$151.10
Change
-$4.20 (-2.70%)
Updated
May 8 closing price
Net Assets
1.54B
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PMBPX vs WWNPX

Header iconPMBPX vs WWNPX Comparison
Open Charts PMBPX vs WWNPXBanner chart's image
Principal MidCap R5
Price$44.27
Change+$0.36 (+0.82%)
VolumeN/A
Net Assets30.17B
Kinetics Paradigm No Load
Price$151.10
Change-$4.20 (-2.70%)
VolumeN/A
Net Assets1.54B
PMBPX vs WWNPX Comparison Chart
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PMBPX vs. WWNPX commentary
May 09, 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: 30.2B vs. WWNPX (1.54B). 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 (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. WWNPX (2.00). 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 : 93.65 vs. PMBPX (8.97). WWNPX return over 5 years is better than : 266.93 vs. PMBPX (64.72).
PMBPXWWNPXPMBPX / WWNPX
Total Expense Ratio0.831.6451%
Annual Report Gross Expense Ratio0.831.6849%
Fund Existence24 years25 years-
Gain YTD1.03515.9996%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets30.2B1.54B1,965%
Annual Yield % from dividends0.010.0614%
Returns for 1 year8.9793.6510%
Returns for 3 years41.38128.3032%
Returns for 5 years64.72266.9324%
Returns for 10 years90.98333.3827%
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