Interact to see
Advertisement
Advertisement
PMBCX vs VLMIX
PMBCX vs VLMIX Comparison
Open Charts PMBCX vs VLMIX
Value Line Mid Cap Focused Institutional
Price$34.76
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets1.95B
PMBCX vs VLMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| PMBCX | VLMIX | PMBCX / VLMIX | |
| Total Expense Ratio | 1.75 | 0.87 | 201% |
| Annual Report Gross Expense Ratio | 1.75 | 0.87 | 201% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 1.510 | 0.404 | 373% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5B | 1.95B | 1,561% |
| Annual Yield % from dividends | 0.00 | 0.28 | - |
| Returns for 1 year | 6.26 | 1.29 | 487% |
| Returns for 3 years | 34.81 | 30.74 | 113% |
| Returns for 5 years | 50.72 | 47.39 | 107% |
| Returns for 10 years | 63.22 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers