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ISMOX vs PCBIX
ISMOX vs PCBIX Comparison
Open Charts ISMOX vs PCBIX
Voya MidCap Opportunities Port S
Price$4.35
Change-$0.01 (-0.23%)
VolumeN/A
Net Assets1.03B
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
ISMOX vs PCBIX Comparison Chart in %
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ISMOX 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 ISMOX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. ISMOX (1.03B). PCBIX pays higher dividends than ISMOX: PCBIX (0.12) vs ISMOX (0.00). ISMOX was incepted earlier than PCBIX: ISMOX (24 years) vs PCBIX (24 years). ISMOX (1.20) is less costly to investors than PCBIX (0.67). ISMOX is a more actively managed with annual turnover of: 82.00 vs. PCBIX (10.50). ISMOX (0) and PCBIX (0) have matching initial minimum investment requirements. ISMOX annual gain was more profitable for investors over the last year : 20.17 vs. PCBIX (9.35). PCBIX return over 5 years is better than : 46.92 vs. ISMOX (-68.36).
| ISMOX | PCBIX | ISMOX / PCBIX | |
| Total Expense Ratio | 1.00 | 0.67 | 149% |
| Annual Report Gross Expense Ratio | 1.20 | 0.67 | 179% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 6.357 | 5.901 | 108% |
| 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 | 20.17 | 9.35 | 216% |
| Returns for 3 years | 35.94 | 31.62 | 114% |
| Returns for 5 years | -68.36 | 46.92 | -146% |
| Returns for 10 years | -71.86 | 101.31 | -71% |
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