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IAMOX vs PCBIX
IAMOX vs PCBIX Comparison
Open Charts IAMOX vs PCBIX
Voya MidCap Opportunities Port A
Price$3.39
Change-$0.01 (-0.29%)
VolumeN/A
Net Assets1.03B
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
IAMOX vs PCBIX Comparison Chart in %
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IAMOX vs. PCBIX commentary
Aug 18, 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 IAMOX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. IAMOX (1.03B). PCBIX pays higher dividends than IAMOX: PCBIX (0.12) vs IAMOX (0.00). IAMOX was incepted earlier than PCBIX: IAMOX (19 years) vs PCBIX (24 years). IAMOX (1.45) is less costly to investors than PCBIX (0.67). IAMOX is a more actively managed with annual turnover of: 82.00 vs. PCBIX (10.50). IAMOX (0) and PCBIX (0) have matching initial minimum investment requirements. IAMOX annual gain was more profitable for investors over the last year : 19.79 vs. PCBIX (9.35). PCBIX return over 5 years is better than : 46.92 vs. IAMOX (-74.36).
| IAMOX | PCBIX | IAMOX / PCBIX | |
| Total Expense Ratio | 1.25 | 0.67 | 187% |
| Annual Report Gross Expense Ratio | 1.45 | 0.67 | 216% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 6.270 | 5.901 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 32.5B | 3% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 19.79 | 9.35 | 212% |
| Returns for 3 years | 35.06 | 31.62 | 111% |
| Returns for 5 years | -74.36 | 46.92 | -158% |
| Returns for 10 years | -77.81 | 101.31 | -77% |
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