ISMOX
Price
$4.46
Change
+$0.04 (+0.90%)
Updated
Sep 8 closing price
Net Assets
1.04B
PMBPX
Price
$46.93
Change
+$0.42 (+0.90%)
Updated
Sep 8 closing price
Net Assets
33.36B
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ISMOX vs PMBPX

Header iconISMOX vs PMBPX Comparison
Open Charts ISMOX vs PMBPXBanner chart's image
Voya MidCap Opportunities Port S
Price$4.46
Change+$0.04 (+0.90%)
VolumeN/A
Net Assets1.04B
Principal MidCap R5
Price$46.93
Change+$0.42 (+0.90%)
VolumeN/A
Net Assets33.36B
ISMOX vs PMBPX Comparison Chart in %
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ISMOX vs. PMBPX commentary
Sep 09, 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.4B vs. ISMOX (1.04B). PMBPX pays higher dividends than ISMOX: PMBPX (0.01) vs ISMOX (0.00). ISMOX was incepted earlier than PMBPX: ISMOX (24 years) vs PMBPX (25 years). ISMOX (1.20) is less costly to investors than PMBPX (0.83). ISMOX is a more actively managed with annual turnover of: 82.00 vs. PMBPX (10.50). ISMOX (0) and PMBPX (0) have matching initial minimum investment requirements. ISMOX annual gain was more profitable for investors over the last year : 23.46 vs. PMBPX (9.16). PMBPX return over 5 years is better than : 47.38 vs. ISMOX (-67.74).
ISMOXPMBPXISMOX / PMBPX
Total Expense Ratio1.000.83120%
Annual Report Gross Expense Ratio1.200.83145%
Fund Existence24 years25 years-
Gain YTD8.0687.018115%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.04B33.4B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year23.469.16256%
Returns for 3 years51.3746.04112%
Returns for 5 years-67.7447.38-143%
Returns for 10 years-69.81111.63-63%
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