PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
VLIFX
Price
$35.83
Change
+$0.31 (+0.87%)
Updated
Jul 3 closing price
Net Assets
2.02B
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PMBJX vs VLIFX

Header iconPMBJX vs VLIFX Comparison
Open Charts PMBJX vs VLIFXBanner chart's image
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
Value Line Mid Cap Focused
Price$35.83
Change+$0.31 (+0.87%)
VolumeN/A
Net Assets2.02B
PMBJX vs VLIFX Comparison Chart in %
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PMBJX vs. VLIFX commentary
Jul 05, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. VLIFX (2.02B). 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 (0.78). 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 : 15.26 vs. VLIFX (5.69). PMBJX return over 5 years is better than : 58.39 vs. VLIFX (44.23).
PMBJXVLIFXPMBJX / VLIFX
Total Expense Ratio0.781.0872%
Annual Report Gross Expense Ratio0.781.0872%
Fund Existence24 years75 years-
Gain YTD7.0574.278165%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B2.02B1,600%
Annual Yield % from dividends0.060.05108%
Returns for 1 year15.265.69268%
Returns for 3 years51.7936.40142%
Returns for 5 years58.3944.23132%
Returns for 10 years100.46140.0672%
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