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PMBJX vs VLIFX
PMBJX vs VLIFX Comparison
Open Charts PMBJX vs VLIFX
Value Line Mid Cap Focused
Price$34.47
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets1.95B
PMBJX vs VLIFX Comparison Chart
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PMBJX vs. VLIFX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.5B vs. VLIFX (1.95B). PMBJX pays higher dividends than VLIFX: PMBJX (0.06) vs VLIFX (0.06). PMBJX was incepted earlier than VLIFX: PMBJX (24 years) vs VLIFX (75 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 : 7.81 vs. VLIFX (1.05). PMBJX return over 5 years is better than : 61.76 vs. VLIFX (45.41).
| PMBJX | VLIFX | PMBJX / VLIFX | |
| Total Expense Ratio | 0.78 | 1.08 | 72% |
| Annual Report Gross Expense Ratio | 0.78 | 1.08 | 72% |
| Fund Existence | 24 years | 75 years | - |
| Gain YTD | 1.887 | 0.320 | 589% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5B | 1.95B | 1,561% |
| Annual Yield % from dividends | 0.06 | 0.06 | 109% |
| Returns for 1 year | 7.81 | 1.05 | 745% |
| Returns for 3 years | 40.61 | 29.79 | 136% |
| Returns for 5 years | 61.76 | 45.41 | 136% |
| Returns for 10 years | 86.28 | 128.21 | 67% |
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