ISMOX
Price
$4.30
Change
+$0.03 (+0.70%)
Updated
Jul 2 closing price
Net Assets
1.03B
PMBPX
Price
$46.04
Change
-$0.05 (-0.11%)
Updated
Jul 2 closing price
Net Assets
31.77B
Interact to see
Advertisement

ISMOX vs PMBPX

Header iconISMOX vs PMBPX Comparison
Open Charts ISMOX vs PMBPXBanner chart's image
Voya MidCap Opportunities Port S
Price$4.30
Change+$0.03 (+0.70%)
VolumeN/A
Net Assets1.03B
Principal MidCap R5
Price$46.04
Change-$0.05 (-0.11%)
VolumeN/A
Net Assets31.77B
ISMOX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
ISMOX vs. PMBPX 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 PMBPX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B 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. PMBPX annual gain was more profitable for investors over the last year : 15.27 vs. ISMOX (14.48). PMBPX return over 5 years is better than : 57.54 vs. ISMOX (-66.82).
ISMOXPMBPXISMOX / PMBPX
Total Expense Ratio1.000.83120%
Annual Report Gross Expense Ratio1.200.83145%
Fund Existence24 years25 years-
Gain YTD4.4015.66078%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.03B31.8B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year14.4815.2795%
Returns for 3 years57.5650.42114%
Returns for 5 years-66.8257.54-116%
Returns for 10 years-71.94101.38-71%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
TEN19.510.32
+1.67%
Tsakos Energy Navigation Ltd.
YPF31.45N/A
N/A
YPF Sociedad Anonima
FRMEP25.50N/A
N/A
First Merchants Corp
CAN0.60-0.02
-2.44%
Canaan
IXHL0.21-0.01
-3.15%
Incannex Healthcare