ISMOX
Price
$4.46
Change
+$0.04 (+0.90%)
Updated
Sep 8 closing price
Net Assets
1.05B
PMBPX
Price
$46.93
Change
+$0.42 (+0.90%)
Updated
Sep 8 closing price
Net Assets
33.05B
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$4.46
Change+$0.04 (+0.90%)
VolumeN/A
Net Assets1.05B
Principal MidCap R5
Price$46.93
Change+$0.42 (+0.90%)
VolumeN/A
Net Assets33.05B
ISMOX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
ISMOX vs. PMBPX commentary
Sep 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. ISMOX (1.05B). 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 : 25.57 vs. PMBPX (10.25). PMBPX return over 5 years is better than : 48.18 vs. ISMOX (-67.60).
ISMOXPMBPXISMOX / PMBPX
Total Expense Ratio1.000.83120%
Annual Report Gross Expense Ratio1.200.83145%
Fund Existence24 years25 years-
Gain YTD8.0687.018115%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.05B33B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year25.5710.25249%
Returns for 3 years42.5840.06106%
Returns for 5 years-67.6048.18-140%
Returns for 10 years-69.70113.65-61%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
AVES56.630.47
+0.84%
Avantis Emerging Markets Value ETF
USMV94.070.08
+0.09%
iShares MSCI USA Min Vol Factor ETF
MIO11.39N/A
N/A
Pioneer Municipal High Income Opportunities Fund
PSCJ29.12N/A
N/A
Pacer Swan SOS Conservative (July) ETF
LIAT130.68N/A
N/A
LifeX 2059 Infl-Prt Longevity Inc ETF