PEMGX
Price
$41.35
Change
-$1.70 (-3.95%)
Updated
Apr 3 closing price
Net Assets
29.76B
VLMIX
Price
$33.72
Change
-$1.05 (-3.02%)
Updated
Apr 3 closing price
Net Assets
1.92B
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PEMGX vs VLMIX

Header iconPEMGX vs VLMIX Comparison
Open Charts PEMGX vs VLMIXBanner chart's image
Principal MidCap A
Price$41.35
Change-$1.70 (-3.95%)
VolumeN/A
Net Assets29.76B
Value Line Mid Cap Focused Institutional
Price$33.72
Change-$1.05 (-3.02%)
VolumeN/A
Net Assets1.92B
PEMGX vs VLMIX Comparison Chart
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PEMGX vs. VLMIX commentary
Apr 05, 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 PEMGX is a Buy and VLMIX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.8B vs. VLMIX (1.92B). VLMIX pays higher dividends than PEMGX: VLMIX (0.28) vs PEMGX (0.00). PEMGX was incepted earlier than VLMIX: PEMGX (20 years) vs VLMIX (8 years). PEMGX (0.95) is less costly to investors than VLMIX (0.87). PEMGX is a more actively managed with annual turnover of: 10.50 vs. VLMIX (5.00). PEMGX has a lower initial minimum investment than VLMIX: PEMGX (1000) vs VLMIX (100000). PEMGX annual gain was more profitable for investors over the last year : 7.33 vs. VLMIX (-1.52). PEMGX return over 5 years is better than : 101.64 vs. VLMIX (69.70).
PEMGXVLMIXPEMGX / VLMIX
Total Expense Ratio0.950.87109%
Annual Report Gross Expense Ratio0.950.87109%
Fund Existence20 years8 years-
Gain YTD1.009-2.600-39%
Front Load6%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets29.8B1.92B1,550%
Annual Yield % from dividends0.000.28-
Returns for 1 year7.33-1.52-484%
Returns for 3 years19.0913.65140%
Returns for 5 years101.6469.70146%
Returns for 10 years86.08N/A-
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