ISMOX
Price
$4.35
Change
-$0.01 (-0.23%)
Updated
Aug 15 closing price
Net Assets
1.04B
PMBJX
Price
$43.19
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.57B
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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$4.35
Change-$0.01 (-0.23%)
VolumeN/A
Net Assets1.04B
Principal MidCap J
Price$43.19
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.57B
ISMOX vs PMBJX Comparison Chart in %
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ISMOX vs. PMBJX commentary
Aug 16, 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 Hold and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.6B vs. ISMOX (1.04B). 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 (1.20) 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). ISMOX annual gain was more profitable for investors over the last year : 20.44 vs. PMBJX (9.29). PMBJX return over 5 years is better than : 44.49 vs. ISMOX (-68.29).
ISMOXPMBJXISMOX / PMBJX
Total Expense Ratio1.000.78128%
Annual Report Gross Expense Ratio1.200.78154%
Fund Existence24 years24 years-
Gain YTD6.6016.150107%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.04B32.6B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year20.449.29220%
Returns for 3 years36.2530.64118%
Returns for 5 years-68.2944.49-154%
Returns for 10 years-71.7993.48-77%
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