PMBJX
Price
$41.58
Change
-$0.71 (-1.68%)
Updated
Feb 21 closing price
Net Assets
29.57B
VLMIX
Price
$34.33
Change
-$0.55 (-1.58%)
Updated
Feb 21 closing price
Net Assets
1.91B
Ad is loading...

PMBJX vs VLMIX

Header iconPMBJX vs VLMIX Comparison
Open Charts PMBJX vs VLMIXBanner chart's image
Principal MidCap J
Price$41.58
Change-$0.71 (-1.68%)
VolumeN/A
Net Assets29.57B
Value Line Mid Cap Focused Institutional
Price$34.33
Change-$0.55 (-1.58%)
VolumeN/A
Net Assets1.91B
PMBJX vs VLMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
PMBJX vs. VLMIX commentary
Feb 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 StrongBuy and VLMIX is a Hold.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.6B vs. VLMIX (1.91B). VLMIX pays higher dividends than PMBJX: VLMIX (0.21) vs PMBJX (0.00). PMBJX was incepted earlier than VLMIX: PMBJX (24 years) vs VLMIX (8 years). PMBJX is a more actively managed with annual turnover of: 10.10 vs. VLMIX (1.00). PMBJX has a lower initial minimum investment than VLMIX: PMBJX (1000) vs VLMIX (100000). PMBJX annual gain was more profitable for investors over the last year : 12.32 vs. VLMIX (0.21). PMBJX return over 5 years is better than : 34.04 vs. VLMIX (26.27).
PMBJXVLMIXPMBJX / VLMIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years8 years-
Gain YTD1.887-0.838-225%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets29.6B1.91B1,551%
Annual Yield % from dividends0.000.21-
Returns for 1 year12.320.215,919%
Returns for 3 years27.4323.15118%
Returns for 5 years34.0426.27130%
Returns for 10 years88.55N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
NLY21.63-0.10
-0.46%
Annaly Capital Management
HEES98.14-2.21
-2.20%
H&E Equipment Services
XERS3.75-0.22
-5.54%
Xeris Biopharma Holdings
CLEU0.09-0.01
-8.99%
China Liberal Education Holdings Limited
MPTI37.81-8.11
-17.66%
M-tron Industries