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PMBJX vs VLIFX
PMBJX vs VLIFX Comparison
Open Charts PMBJX vs VLIFX
Value Line Mid Cap Focused
Price$34.83
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets1.88B
PMBJX vs VLIFX Comparison Chart in %
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PMBJX vs. VLIFX commentary
Sep 27, 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 PMBJX is a Hold and VLIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33B vs. VLIFX (1.88B). PMBJX (0.06) and VLIFX (0.05) have matching dividends . PMBJX was incepted earlier than VLIFX: PMBJX (25 years) vs VLIFX (76 years). VLIFX (1.08) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. VLIFX (5.00). PMBJX (1000) and VLIFX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : 3.30 vs. VLIFX (-5.56). PMBJX return over 5 years is better than : 47.54 vs. VLIFX (32.34).
| PMBJX | VLIFX | PMBJX / VLIFX | |
| Total Expense Ratio | 0.78 | 1.08 | 72% |
| Annual Report Gross Expense Ratio | 0.78 | 1.08 | 72% |
| Fund Existence | 25 years | 76 years | - |
| Gain YTD | 5.464 | 1.368 | 399% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33B | 1.88B | 1,753% |
| Annual Yield % from dividends | 0.06 | 0.05 | 105% |
| Returns for 1 year | 3.30 | -5.56 | -59% |
| Returns for 3 years | 55.30 | 37.34 | 148% |
| Returns for 5 years | 47.54 | 32.34 | 147% |
| Returns for 10 years | 117.48 | 147.59 | 80% |
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