IMOZX
Price
$27.53
Change
-$0.11 (-0.40%)
Updated
Aug 15 closing price
Net Assets
714.2M
PMBMX
Price
$43.13
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
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IMOZX vs PMBMX

Header iconIMOZX vs PMBMX Comparison
Open Charts IMOZX vs PMBMXBanner chart's image
Voya MidCap Opportunities R6
Price$27.53
Change-$0.11 (-0.40%)
VolumeN/A
Net Assets714.2M
Principal MidCap R3
Price$43.13
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.48B
IMOZX vs PMBMX Comparison Chart in %
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IMOZX vs. PMBMX commentary
Aug 17, 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 IMOZX is a Hold and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.5B vs. IMOZX (714M). PMBMX pays higher dividends than IMOZX: PMBMX (0.02) vs IMOZX (0.00). IMOZX was incepted earlier than PMBMX: IMOZX (12 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than IMOZX (0.88). IMOZX is a more actively managed with annual turnover of: 70.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than IMOZX: PMBMX (0) vs IMOZX (1000000). IMOZX annual gain was more profitable for investors over the last year : 9.90 vs. PMBMX (8.56). PMBMX return over 5 years is better than : 41.63 vs. IMOZX (0.04).
IMOZXPMBMXIMOZX / PMBMX
Total Expense Ratio0.831.1473%
Annual Report Gross Expense Ratio0.881.1477%
Fund Existence12 years25 years-
Gain YTD6.4175.581115%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets714M32.5B2%
Annual Yield % from dividends0.000.02-
Returns for 1 year9.908.56116%
Returns for 3 years24.0128.8583%
Returns for 5 years0.0441.630%
Returns for 10 years3.8187.324%
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