PMBJX
Price
$40.15
Change
+$0.58 (+1.47%)
Updated
Apr 24 closing price
Net Assets
28.88B
VLIFX
Price
$33.27
Change
+$0.18 (+0.54%)
Updated
Apr 24 closing price
Net Assets
1.85B
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PMBJX vs VLIFX

Header iconPMBJX vs VLIFX Comparison
Open Charts PMBJX vs VLIFXBanner chart's image
Principal MidCap J
Price$40.15
Change+$0.58 (+1.47%)
VolumeN/A
Net Assets28.88B
Value Line Mid Cap Focused
Price$33.27
Change+$0.18 (+0.54%)
VolumeN/A
Net Assets1.85B
PMBJX vs VLIFX Comparison Chart
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PMBJX vs. VLIFX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 28.9B vs. VLIFX (1.85B). PMBJX pays higher dividends than VLIFX: PMBJX (0.06) vs VLIFX (0.05). PMBJX was incepted earlier than VLIFX: PMBJX (24 years) vs VLIFX (75 years). VLIFX (1.08) is less costly to investors than PMBJX (0.82). 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 : 6.61 vs. VLIFX (1.33). PMBJX return over 5 years is better than : 66.71 vs. VLIFX (53.03).
PMBJXVLIFXPMBJX / VLIFX
Total Expense Ratio0.821.0876%
Annual Report Gross Expense Ratio0.821.0876%
Fund Existence24 years75 years-
Gain YTD-3.038-3.17296%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets28.9B1.85B1,564%
Annual Yield % from dividends0.060.05110%
Returns for 1 year6.611.33496%
Returns for 3 years21.2716.64128%
Returns for 5 years66.7153.03126%
Returns for 10 years79.11121.1465%
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