ISMOX
Price
$4.24
Change
+$0.04 (+0.95%)
Updated
Jun 6 closing price
Net Assets
1.03B
PMBPX
Price
$45.03
Change
+$0.30 (+0.67%)
Updated
Jun 6 closing price
Net Assets
30.93B
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ISMOX vs PMBPX

Header iconISMOX vs PMBPX Comparison
Open Charts ISMOX vs PMBPXBanner chart's image
Voya MidCap Opportunities Port S
Price$4.24
Change+$0.04 (+0.95%)
VolumeN/A
Net Assets1.03B
Principal MidCap R5
Price$45.03
Change+$0.30 (+0.67%)
VolumeN/A
Net Assets30.93B
ISMOX vs PMBPX Comparison Chart
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ISMOX vs. PMBPX commentary
Jun 07, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. ISMOX (1.03B). PMBPX pays higher dividends than ISMOX: PMBPX (0.01) vs ISMOX (0.00). ISMOX was incepted earlier than PMBPX: ISMOX (24 years) vs PMBPX (25 years). ISMOX (1.20) is less costly to investors than PMBPX (0.83). ISMOX is a more actively managed with annual turnover of: 82.00 vs. PMBPX (10.50). ISMOX (0) and PMBPX (0) have matching initial minimum investment requirements. ISMOX annual gain was more profitable for investors over the last year : 13.51 vs. PMBPX (11.61). PMBPX return over 5 years is better than : 46.09 vs. ISMOX (-69.03).
ISMOXPMBPXISMOX / PMBPX
Total Expense Ratio1.000.83120%
Annual Report Gross Expense Ratio1.200.83145%
Fund Existence24 years25 years-
Gain YTD2.6892.92292%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.03B30.9B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year13.5111.61116%
Returns for 3 years-66.8834.38-195%
Returns for 5 years-69.0346.09-150%
Returns for 10 years-72.5495.57-76%
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