ISMOX
Price
$3.75
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
977.17M
PMBMX
Price
$39.51
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
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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$3.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets977.17M
Principal MidCap R3
Price$39.51
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
ISMOX vs PMBMX Comparison Chart in %
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ISMOX vs. PMBMX commentary
Dec 28, 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 PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.2B vs. ISMOX (977M). PMBMX pays higher dividends than ISMOX: PMBMX (0.02) vs ISMOX (0.00). ISMOX was incepted earlier than PMBMX: ISMOX (25 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. PMBMX annual gain was more profitable for investors over the last year : -5.21 vs. ISMOX (-11.35). PMBMX return over 5 years is better than : 16.99 vs. ISMOX (-78.15).
ISMOXPMBMXISMOX / PMBMX
Total Expense Ratio1.001.1488%
Annual Report Gross Expense Ratio1.201.14105%
Fund Existence25 years25 years-
Gain YTD-8.313-3.280253%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets977M31.2B3%
Annual Yield % from dividends0.000.02-
Returns for 1 year-11.35-5.21218%
Returns for 3 years31.5836.8986%
Returns for 5 years-78.1516.99-460%
Returns for 10 years-70.0393.63-75%
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