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PMBJX vs VLIFX
PMBJX vs VLIFX Comparison
Open Charts PMBJX vs VLIFX
Value Line Mid Cap Focused
Price$35.32
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets1.91B
PMBJX vs VLIFX Comparison Chart in %
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PMBJX vs. VLIFX commentary
Sep 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 PMBJX is a Buy and VLIFX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.1B vs. VLIFX (1.91B). 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 : 9.34 vs. VLIFX (-1.76). PMBJX return over 5 years is better than : 46.69 vs. VLIFX (31.41).
| 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 | 7.376 | 2.794 | 264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1B | 1.91B | 1,735% |
| Annual Yield % from dividends | 0.06 | 0.05 | 105% |
| Returns for 1 year | 9.34 | -1.76 | -532% |
| Returns for 3 years | 45.96 | 30.59 | 150% |
| Returns for 5 years | 46.69 | 31.41 | 149% |
| Returns for 10 years | 108.26 | 139.04 | 78% |
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