IAMOX
Price
$3.46
Change
+$0.03 (+0.87%)
Updated
Sep 4 closing price
Net Assets
1.05B
PMBMX
Price
$43.62
Change
-$0.13 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
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IAMOX vs PMBMX

Header iconIAMOX vs PMBMX Comparison
Open Charts IAMOX vs PMBMXBanner chart's image
Voya MidCap Opportunities Port A
Price$3.46
Change+$0.03 (+0.87%)
VolumeN/A
Net Assets1.05B
Principal MidCap R3
Price$43.62
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets33.13B
IAMOX vs PMBMX Comparison Chart in %
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IAMOX vs. PMBMX commentary
Sep 07, 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 IAMOX is a Hold and PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.1B vs. IAMOX (1.05B). PMBMX pays higher dividends than IAMOX: PMBMX (0.02) vs IAMOX (0.00). IAMOX was incepted earlier than PMBMX: IAMOX (19 years) vs PMBMX (25 years). IAMOX (1.45) is less costly to investors than PMBMX (1.14). IAMOX is a more actively managed with annual turnover of: 82.00 vs. PMBMX (10.50). IAMOX (0) and PMBMX (0) have matching initial minimum investment requirements. IAMOX annual gain was more profitable for investors over the last year : 23.57 vs. PMBMX (8.59). PMBMX return over 5 years is better than : 43.76 vs. IAMOX (-73.73).
IAMOXPMBMXIAMOX / PMBMX
Total Expense Ratio1.251.14110%
Annual Report Gross Expense Ratio1.451.14127%
Fund Existence19 years25 years-
Gain YTD8.4646.781125%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.05B33.1B3%
Annual Yield % from dividends0.000.02-
Returns for 1 year23.578.59275%
Returns for 3 years50.4343.95115%
Returns for 5 years-73.7343.76-168%
Returns for 10 years-76.08101.62-75%
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