PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
VLMIX
Price
$36.31
Change
+$0.22 (+0.61%)
Updated
Jul 25 closing price
Net Assets
2B
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PMBJX vs VLMIX

Header iconPMBJX vs VLMIX Comparison
Open Charts PMBJX vs VLMIXBanner chart's image
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
Value Line Mid Cap Focused Institutional
Price$36.31
Change+$0.22 (+0.61%)
VolumeN/A
Net Assets2B
PMBJX vs VLMIX Comparison Chart in %
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PMBJX vs. VLMIX commentary
Jul 27, 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: 33.2B vs. VLMIX (2B). VLMIX pays higher dividends than PMBJX: VLMIX (0.27) 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 : 13.47 vs. VLMIX (4.44). PMBJX return over 5 years is better than : 55.02 vs. VLMIX (42.06).
PMBJXVLMIXPMBJX / VLMIX
Total Expense Ratio0.780.8790%
Annual Report Gross Expense Ratio0.780.8790%
Fund Existence24 years8 years-
Gain YTD8.6504.882177%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B2B1,658%
Annual Yield % from dividends0.060.2721%
Returns for 1 year13.474.44304%
Returns for 3 years48.8833.97144%
Returns for 5 years55.0242.06131%
Returns for 10 years103.26N/A-
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