PMBCX
Price
$37.40
Change
+$0.38 (+1.03%)
Updated
Jul 3 closing price
Net Assets
32.28B
VLMIX
Price
$36.14
Change
+$0.31 (+0.87%)
Updated
Jul 3 closing price
Net Assets
2.02B
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PMBCX vs VLMIX

Header iconPMBCX vs VLMIX Comparison
Open Charts PMBCX vs VLMIXBanner chart's image
Principal MidCap C
Price$37.40
Change+$0.38 (+1.03%)
VolumeN/A
Net Assets32.28B
Value Line Mid Cap Focused Institutional
Price$36.14
Change+$0.31 (+0.87%)
VolumeN/A
Net Assets2.02B
PMBCX vs VLMIX Comparison Chart in %
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PMBCX vs. VLMIX commentary
Jul 06, 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 Buy and VLMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. VLMIX (2.02B). VLMIX pays higher dividends than PMBCX: VLMIX (0.27) 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 : 13.57 vs. VLMIX (5.92). PMBCX (47.59) and VLMIX (46.14) have equivalent 5 years return.
PMBCXVLMIXPMBCX / VLMIX
Total Expense Ratio1.750.87201%
Annual Report Gross Expense Ratio1.750.87201%
Fund Existence18 years8 years-
Gain YTD6.5534.391149%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B2.02B1,600%
Annual Yield % from dividends0.000.27-
Returns for 1 year13.575.92229%
Returns for 3 years45.5837.36122%
Returns for 5 years47.5946.14103%
Returns for 10 years75.67N/A-
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