ISMOX
Price
$4.45
Change
+$0.06 (+1.37%)
Updated
Jul 25 closing price
Net Assets
1.06B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$4.45
Change+$0.06 (+1.37%)
VolumeN/A
Net Assets1.06B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
ISMOX vs PMBPX Comparison Chart in %
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ISMOX vs. PMBPX commentary
Jul 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 Buy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. ISMOX (1.07B). 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 : 21.92 vs. PMBPX (13.61). PMBPX return over 5 years is better than : 56.25 vs. ISMOX (-66.24).
ISMOXPMBPXISMOX / PMBPX
Total Expense Ratio1.000.83120%
Annual Report Gross Expense Ratio1.200.83145%
Fund Existence24 years25 years-
Gain YTD8.8028.606102%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.07B33.2B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year21.9213.61161%
Returns for 3 years58.3649.38118%
Returns for 5 years-66.2456.25-118%
Returns for 10 years-70.79107.27-66%
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