PMBCX
Price
$36.93
Change
-$0.11 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
VLMIX
Price
$35.31
Change
-$0.20 (-0.56%)
Updated
Aug 15 closing price
Net Assets
1.93B
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PMBCX vs VLMIX

Header iconPMBCX vs VLMIX Comparison
Open Charts PMBCX vs VLMIXBanner chart's image
Principal MidCap C
Price$36.93
Change-$0.11 (-0.30%)
VolumeN/A
Net Assets32.48B
Value Line Mid Cap Focused Institutional
Price$35.31
Change-$0.20 (-0.56%)
VolumeN/A
Net Assets1.93B
PMBCX vs VLMIX Comparison Chart in %
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PMBCX vs. VLMIX commentary
Aug 17, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.5B vs. VLMIX (1.93B). VLMIX pays higher dividends than PMBCX: VLMIX (0.27) vs PMBCX (0.00). PMBCX was incepted earlier than VLMIX: PMBCX (19 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 : 7.39 vs. VLMIX (-2.44). PMBCX return over 5 years is better than : 34.24 vs. VLMIX (30.34).
PMBCXVLMIXPMBCX / VLMIX
Total Expense Ratio1.750.87201%
Annual Report Gross Expense Ratio1.750.87201%
Fund Existence19 years8 years-
Gain YTD5.2141.993262%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets32.5B1.93B1,684%
Annual Yield % from dividends0.000.27-
Returns for 1 year7.39-2.44-303%
Returns for 3 years24.8919.65127%
Returns for 5 years34.2430.34113%
Returns for 10 years68.94N/A-
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