ISMOX
Price
$4.46
Change
+$0.04 (+0.90%)
Updated
Sep 8 closing price
Net Assets
1.05B
PMBMX
Price
$44.01
Change
+$0.39 (+0.89%)
Updated
Sep 8 closing price
Net Assets
33.05B
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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$4.46
Change+$0.04 (+0.90%)
VolumeN/A
Net Assets1.05B
Principal MidCap R3
Price$44.01
Change+$0.39 (+0.89%)
VolumeN/A
Net Assets33.05B
ISMOX vs PMBMX Comparison Chart in %
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ISMOX vs. PMBMX commentary
Sep 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33B vs. ISMOX (1.05B). 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. ISMOX annual gain was more profitable for investors over the last year : 25.57 vs. PMBMX (9.71). PMBMX return over 5 years is better than : 44.57 vs. ISMOX (-67.60).
ISMOXPMBMXISMOX / PMBMX
Total Expense Ratio1.001.1488%
Annual Report Gross Expense Ratio1.201.14105%
Fund Existence24 years25 years-
Gain YTD8.0686.781119%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.05B33B3%
Annual Yield % from dividends0.000.02-
Returns for 1 year25.579.71263%
Returns for 3 years42.5838.07112%
Returns for 5 years-67.6044.57-152%
Returns for 10 years-69.70103.50-67%
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