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PMBJX vs VLIFX
PMBJX vs VLIFX Comparison
Open Charts PMBJX vs VLIFX
Value Line Mid Cap Focused
Price$33.45
Change-$1.05 (-3.04%)
VolumeN/A
Net Assets1.92B
PMBJX vs VLIFX Comparison Chart
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PMBJX vs. VLIFX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.8B vs. VLIFX (1.92B). 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 : 7.38 vs. VLIFX (-1.74). PMBJX return over 5 years is better than : 101.69 vs. VLIFX (67.45).
| PMBJX | VLIFX | PMBJX / VLIFX | |
| Total Expense Ratio | 0.82 | 1.08 | 76% |
| Annual Report Gross Expense Ratio | 0.82 | 1.08 | 76% |
| Fund Existence | 24 years | 75 years | - |
| Gain YTD | 1.054 | -2.648 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 1.92B | 1,550% |
| Annual Yield % from dividends | 0.06 | 0.05 | 110% |
| Returns for 1 year | 7.38 | -1.74 | -424% |
| Returns for 3 years | 19.16 | 12.81 | 150% |
| Returns for 5 years | 101.69 | 67.45 | 151% |
| Returns for 10 years | 85.58 | 121.31 | 71% |
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