ISMOX
Price
$3.79
Change
-$0.01 (-0.26%)
Updated
Oct 17 closing price
Net Assets
1.01B
PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
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ISMOX vs PMBJX

Header iconISMOX vs PMBJX Comparison
Open Charts ISMOX vs PMBJXBanner chart's image
Voya MidCap Opportunities Port S
Price$3.79
Change-$0.01 (-0.26%)
VolumeN/A
Net Assets1.01B
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
ISMOX vs PMBJX Comparison Chart in %
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ISMOX vs. PMBJX commentary
Oct 19, 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 PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. ISMOX (1.01B). PMBJX pays higher dividends than ISMOX: PMBJX (0.06) vs ISMOX (0.00). ISMOX was incepted earlier than PMBJX: ISMOX (24 years) vs PMBJX (25 years). ISMOX (1.20) is less costly to investors than PMBJX (0.78). ISMOX is a more actively managed with annual turnover of: 82.00 vs. PMBJX (10.50). ISMOX has a lower initial minimum investment than PMBJX: ISMOX (0) vs PMBJX (1000). ISMOX annual gain was more profitable for investors over the last year : -2.32 vs. PMBJX (-3.03). PMBJX return over 5 years is better than : 34.98 vs. ISMOX (-75.05).
ISMOXPMBJXISMOX / PMBJX
Total Expense Ratio1.000.78128%
Annual Report Gross Expense Ratio1.200.78154%
Fund Existence24 years25 years-
Gain YTD-7.3352.303-318%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B31.8B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year-2.32-3.0377%
Returns for 3 years34.8848.6772%
Returns for 5 years-75.0534.98-215%
Returns for 10 years-69.2798.61-70%
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