ISMOX
Price
$3.98
Change
+$0.08 (+2.05%)
Updated
May 8 closing price
Net Assets
960.66M
PMBPX
Price
$44.27
Change
+$0.36 (+0.82%)
Updated
May 8 closing price
Net Assets
30.17B
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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$3.98
Change+$0.08 (+2.05%)
VolumeN/A
Net Assets960.66M
Principal MidCap R5
Price$44.27
Change+$0.36 (+0.82%)
VolumeN/A
Net Assets30.17B
ISMOX vs PMBPX Comparison Chart
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ISMOX vs. PMBPX commentary
May 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.2B vs. ISMOX (961M). 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 (0.83). 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 : 8.97 vs. ISMOX (4.28). PMBPX return over 5 years is better than : 64.72 vs. ISMOX (-68.60).
ISMOXPMBPXISMOX / PMBPX
Total Expense Ratio1.000.83120%
Annual Report Gross Expense Ratio1.230.83148%
Fund Existence24 years24 years-
Gain YTD-4.6451.035-449%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets961M30.2B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year4.288.9748%
Returns for 3 years-66.2641.38-160%
Returns for 5 years-68.6064.72-106%
Returns for 10 years-74.7090.98-82%
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