ISMOX
Price
$3.50
Change
-$0.14 (-3.85%)
Updated
Apr 10 closing price
Net Assets
903.08M
PMBPX
Price
$40.77
Change
-$1.16 (-2.77%)
Updated
Apr 10 closing price
Net Assets
28.5B
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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$3.50
Change-$0.14 (-3.85%)
VolumeN/A
Net Assets903.08M
Principal MidCap R5
Price$40.77
Change-$1.16 (-2.77%)
VolumeN/A
Net Assets28.5B
ISMOX vs PMBPX Comparison Chart
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ISMOX vs. PMBPX commentary
Apr 11, 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: 28.5B vs. ISMOX (903M). PMBPX pays higher dividends than ISMOX: PMBPX (0.01) vs ISMOX (0.00). ISMOX was incepted earlier than PMBPX: ISMOX (24 years) vs PMBPX (24 years). ISMOX (1.23) is less costly to investors than PMBPX (0.84). ISMOX is a more actively managed with annual turnover of: 74.00 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 : 4.60 vs. ISMOX (-3.96). PMBPX return over 5 years is better than : 65.16 vs. ISMOX (-67.99).
ISMOXPMBPXISMOX / PMBPX
Total Expense Ratio1.000.84119%
Annual Report Gross Expense Ratio1.230.84146%
Fund Existence24 years24 years-
Gain YTD-11.002-3.520313%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets903M28.5B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year-3.964.60-86%
Returns for 3 years-74.0918.19-407%
Returns for 5 years-67.9965.16-104%
Returns for 10 years-76.6280.42-95%
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