ISMOX
Price
$3.98
Change
+$0.08 (+2.05%)
Updated
May 8 closing price
Net Assets
960.66M
PMBJX
Price
$41.58
Change
+$0.34 (+0.82%)
Updated
May 8 closing price
Net Assets
30.17B
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ISMOX vs PMBJX

Header iconISMOX vs PMBJX Comparison
Open Charts ISMOX vs PMBJXBanner chart's image
Voya MidCap Opportunities Port S
Price$3.98
Change+$0.08 (+2.05%)
VolumeN/A
Net Assets960.66M
Principal MidCap J
Price$41.58
Change+$0.34 (+0.82%)
VolumeN/A
Net Assets30.17B
ISMOX vs PMBJX Comparison Chart
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ISMOX vs. PMBJX 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 ISMOX is a Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.2B vs. ISMOX (961M). PMBJX pays higher dividends than ISMOX: PMBJX (0.06) vs ISMOX (0.00). ISMOX was incepted earlier than PMBJX: ISMOX (24 years) vs PMBJX (24 years). ISMOX (1.23) is less costly to investors than PMBJX (0.78). ISMOX is a more actively managed with annual turnover of: 82.00 vs. PMBJX (10.50). ISMOX has a lower initial minimum investment than PMBJX: ISMOX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 8.85 vs. ISMOX (4.28). PMBJX return over 5 years is better than : 63.43 vs. ISMOX (-68.60).
ISMOXPMBJXISMOX / PMBJX
Total Expense Ratio1.000.78128%
Annual Report Gross Expense Ratio1.230.78158%
Fund Existence24 years24 years-
Gain YTD-4.6451.054-441%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets961M30.2B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year4.288.8548%
Returns for 3 years-66.2640.88-162%
Returns for 5 years-68.6063.43-108%
Returns for 10 years-74.7087.34-86%
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