PMBCX
Price
$34.78
Change
+$0.13 (+0.38%)
Updated
May 1 closing price
Net Assets
29.49B
VLMIX
Price
$34.09
Change
+$0.05 (+0.15%)
Updated
May 1 closing price
Net Assets
1.89B
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PMBCX vs VLMIX

Header iconPMBCX vs VLMIX Comparison
Open Charts PMBCX vs VLMIXBanner chart's image
Principal MidCap C
Price$34.78
Change+$0.13 (+0.38%)
VolumeN/A
Net Assets29.49B
Value Line Mid Cap Focused Institutional
Price$34.09
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets1.89B
PMBCX vs VLMIX Comparison Chart
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PMBCX vs. VLMIX commentary
May 02, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 29.5B vs. VLMIX (1.89B). 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 : 8.55 vs. VLMIX (4.88). PMBCX (56.01) and VLMIX (55.77) have equivalent 5 years return.
PMBCXVLMIXPMBCX / VLMIX
Total Expense Ratio1.750.87201%
Annual Report Gross Expense Ratio1.750.87201%
Fund Existence18 years8 years-
Gain YTD-1.282-1.53184%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets29.5B1.89B1,559%
Annual Yield % from dividends0.000.28-
Returns for 1 year8.554.88175%
Returns for 3 years23.8423.39102%
Returns for 5 years56.0155.77100%
Returns for 10 years59.82N/A-
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