ISMOX
Price
$4.30
Change
+$0.03 (+0.70%)
Updated
Jul 2 closing price
Net Assets
1.03B
PMBMX
Price
$43.20
Change
-$0.05 (-0.12%)
Updated
Jul 2 closing price
Net Assets
31.77B
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ISMOX vs PMBMX

Header iconISMOX vs PMBMX Comparison
Open Charts ISMOX vs PMBMXBanner chart's image
Voya MidCap Opportunities Port S
Price$4.30
Change+$0.03 (+0.70%)
VolumeN/A
Net Assets1.03B
Principal MidCap R3
Price$43.20
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets31.77B
ISMOX vs PMBMX Comparison Chart in %
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ISMOX vs. PMBMX commentary
Jul 03, 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 StrongBuy and PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.8B vs. ISMOX (1.03B). PMBMX pays higher dividends than ISMOX: PMBMX (0.02) vs ISMOX (0.00). ISMOX was incepted earlier than PMBMX: ISMOX (24 years) vs PMBMX (25 years). ISMOX (1.20) is less costly to investors than PMBMX (1.14). ISMOX is a more actively managed with annual turnover of: 82.00 vs. PMBMX (10.50). ISMOX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX (14.71) and ISMOX (14.48) have marching annual gain over last year. PMBMX return over 5 years is better than : 53.74 vs. ISMOX (-66.82).
ISMOXPMBMXISMOX / PMBMX
Total Expense Ratio1.001.1488%
Annual Report Gross Expense Ratio1.201.14105%
Fund Existence24 years25 years-
Gain YTD4.4015.50880%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.03B31.8B3%
Annual Yield % from dividends0.000.02-
Returns for 1 year14.4814.7198%
Returns for 3 years57.5648.30119%
Returns for 5 years-66.8253.74-124%
Returns for 10 years-71.9491.86-78%
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