PMBCX
Price
$35.60
Change
-$0.03 (-0.08%)
Updated
May 22 closing price
Net Assets
30.54B
VLMIX
Price
$34.76
Change
-$0.10 (-0.29%)
Updated
May 22 closing price
Net Assets
1.95B
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PMBCX vs VLMIX

Header iconPMBCX vs VLMIX Comparison
Open Charts PMBCX vs VLMIXBanner chart's image
Principal MidCap C
Price$35.60
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets30.54B
Value Line Mid Cap Focused Institutional
Price$34.76
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets1.95B
PMBCX vs VLMIX Comparison Chart
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PMBCX vs. VLMIX commentary
May 23, 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 PMBCX is a Hold and VLMIX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.5B vs. VLMIX (1.95B). VLMIX pays higher dividends than PMBCX: VLMIX (0.28) vs PMBCX (0.00). PMBCX was incepted earlier than VLMIX: PMBCX (18 years) vs VLMIX (8 years). PMBCX (1.75) is less costly to investors than VLMIX (0.87). PMBCX is a more actively managed with annual turnover of: 10.50 vs. VLMIX (5.00). PMBCX has a lower initial minimum investment than VLMIX: PMBCX (1000) vs VLMIX (100000). PMBCX annual gain was more profitable for investors over the last year : 6.26 vs. VLMIX (1.29). PMBCX return over 5 years is better than : 50.72 vs. VLMIX (47.39).
PMBCXVLMIXPMBCX / VLMIX
Total Expense Ratio1.750.87201%
Annual Report Gross Expense Ratio1.750.87201%
Fund Existence18 years8 years-
Gain YTD1.5100.404373%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets30.5B1.95B1,561%
Annual Yield % from dividends0.000.28-
Returns for 1 year6.261.29487%
Returns for 3 years34.8130.74113%
Returns for 5 years50.7247.39107%
Returns for 10 years63.22N/A-
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