PMBJX
Price
$43.69
Change
-$0.13 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
VLMIX
Price
$35.43
Change
+$0.26 (+0.74%)
Updated
Sep 4 closing price
Net Assets
1.92B
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PMBJX vs VLMIX

Header iconPMBJX vs VLMIX Comparison
Open Charts PMBJX vs VLMIXBanner chart's image
Principal MidCap J
Price$43.69
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets33.05B
Value Line Mid Cap Focused Institutional
Price$35.43
Change+$0.26 (+0.74%)
VolumeN/A
Net Assets1.92B
PMBJX vs VLMIX Comparison Chart in %
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PMBJX vs. VLMIX commentary
Sep 08, 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 VLMIX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33B vs. VLMIX (1.92B). VLMIX pays higher dividends than PMBJX: VLMIX (0.27) vs PMBJX (0.06). PMBJX was incepted earlier than VLMIX: PMBJX (25 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 : 9.02 vs. VLMIX (-1.53). PMBJX return over 5 years is better than : 46.26 vs. VLMIX (33.16).
PMBJXVLMIXPMBJX / VLMIX
Total Expense Ratio0.780.8790%
Annual Report Gross Expense Ratio0.780.8790%
Fund Existence25 years8 years-
Gain YTD7.0572.946240%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets33B1.92B1,721%
Annual Yield % from dividends0.060.2721%
Returns for 1 year9.02-1.53-590%
Returns for 3 years45.5331.55144%
Returns for 5 years46.2633.16139%
Returns for 10 years107.65N/A-
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