ISMOX
Price
$4.16
Change
-$0.06 (-1.42%)
Updated
Jun 13 closing price
Net Assets
1.01B
PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
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ISMOX vs PMBMX

Header iconISMOX vs PMBMX Comparison
Open Charts ISMOX vs PMBMXBanner chart's image
Voya MidCap Opportunities Port S
Price$4.16
Change-$0.06 (-1.42%)
VolumeN/A
Net Assets1.01B
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
ISMOX vs PMBMX Comparison Chart
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ISMOX vs. PMBMX commentary
Jun 16, 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. ISMOX (1.01B). PMBMX pays higher dividends than ISMOX: PMBMX (0.02) vs ISMOX (0.00). ISMOX was incepted earlier than PMBMX: ISMOX (24 years) vs PMBMX (25 years). ISMOX (1.20) is less costly to investors than PMBMX (1.14). ISMOX is a more actively managed with annual turnover of: 82.00 vs. PMBMX (10.50). ISMOX (0) and PMBMX (0) have matching initial minimum investment requirements. ISMOX annual gain was more profitable for investors over the last year : 12.13 vs. PMBMX (9.71). PMBMX return over 5 years is better than : 50.58 vs. ISMOX (-67.88).
ISMOXPMBMXISMOX / PMBMX
Total Expense Ratio1.001.1488%
Annual Report Gross Expense Ratio1.201.14105%
Fund Existence24 years25 years-
Gain YTD1.7111.78796%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B30.6B3%
Annual Yield % from dividends0.000.02-
Returns for 1 year12.139.71125%
Returns for 3 years-63.0947.38-133%
Returns for 5 years-67.8850.58-134%
Returns for 10 years-73.0383.54-87%
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