IAMOX
Price
$3.18
Change
-$0.09 (-2.75%)
Updated
May 21 closing price
Net Assets
1.03B
PMBPX
Price
$44.27
Change
-$1.12 (-2.47%)
Updated
May 21 closing price
Net Assets
31.3B
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IAMOX vs PMBPX

Header iconIAMOX vs PMBPX Comparison
Open Charts IAMOX vs PMBPXBanner chart's image
Voya MidCap Opportunities Port A
Price$3.18
Change-$0.09 (-2.75%)
VolumeN/A
Net Assets1.03B
Principal MidCap R5
Price$44.27
Change-$1.12 (-2.47%)
VolumeN/A
Net Assets31.3B
IAMOX vs PMBPX Comparison Chart
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IAMOX vs. PMBPX commentary
May 22, 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 Buy and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.3B vs. IAMOX (1.03B). PMBPX pays higher dividends than IAMOX: PMBPX (0.01) vs IAMOX (0.00). IAMOX was incepted earlier than PMBPX: IAMOX (18 years) vs PMBPX (24 years). IAMOX (1.45) is less costly to investors than PMBPX (0.83). IAMOX is a more actively managed with annual turnover of: 82.00 vs. PMBPX (10.50). IAMOX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 10.21 vs. IAMOX (9.36). PMBPX return over 5 years is better than : 67.13 vs. IAMOX (-73.33).
IAMOXPMBPXIAMOX / PMBPX
Total Expense Ratio1.250.83151%
Annual Report Gross Expense Ratio1.450.83175%
Fund Existence18 years24 years-
Gain YTD2.5084.44156%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.03B31.3B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year9.3610.2192%
Returns for 3 years-70.6545.73-154%
Returns for 5 years-73.3367.13-109%
Returns for 10 years-78.7294.81-83%
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