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PMBJX vs VLMIX
PMBJX vs VLMIX Comparison
Open Charts PMBJX vs VLMIX
Value Line Mid Cap Focused Institutional
Price$34.76
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets1.95B
PMBJX vs VLMIX Comparison Chart
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PMBJX vs. VLMIX 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 VLMIX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.5B vs. VLMIX (1.95B). VLMIX pays higher dividends than PMBJX: VLMIX (0.28) vs PMBJX (0.06). PMBJX was incepted earlier than VLMIX: PMBJX (24 years) vs VLMIX (8 years). VLMIX (0.87) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. VLMIX (5.00). 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 : 7.81 vs. VLMIX (1.29). PMBJX return over 5 years is better than : 61.76 vs. VLMIX (47.39).
| PMBJX | VLMIX | PMBJX / VLMIX | |
| Total Expense Ratio | 0.78 | 0.87 | 90% |
| Annual Report Gross Expense Ratio | 0.78 | 0.87 | 90% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 1.887 | 0.404 | 467% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5B | 1.95B | 1,561% |
| Annual Yield % from dividends | 0.06 | 0.28 | 21% |
| Returns for 1 year | 7.81 | 1.29 | 607% |
| Returns for 3 years | 40.61 | 30.74 | 132% |
| Returns for 5 years | 61.76 | 47.39 | 130% |
| Returns for 10 years | 86.28 | N/A | - |
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