ISMOX
Price
$4.35
Change
-$0.01 (-0.23%)
Updated
Aug 15 closing price
Net Assets
1.04B
PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.57B
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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$4.35
Change-$0.01 (-0.23%)
VolumeN/A
Net Assets1.04B
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.57B
ISMOX vs PMBPX Comparison Chart in %
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ISMOX vs. PMBPX commentary
Aug 16, 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 Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.6B vs. ISMOX (1.04B). 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 : 20.44 vs. PMBPX (9.43). PMBPX return over 5 years is better than : 45.61 vs. ISMOX (-68.29).
ISMOXPMBPXISMOX / PMBPX
Total Expense Ratio1.000.83120%
Annual Report Gross Expense Ratio1.200.83145%
Fund Existence24 years25 years-
Gain YTD6.6016.098108%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.04B32.6B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year20.449.43217%
Returns for 3 years36.2531.12116%
Returns for 5 years-68.2945.61-150%
Returns for 10 years-71.7997.23-74%
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