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PMBJX vs VLMIX
PMBJX vs VLMIX Comparison
Open Charts PMBJX vs VLMIX
Value Line Mid Cap Focused Institutional
Price$33.72
Change-$1.05 (-3.02%)
VolumeN/A
Net Assets1.92B
PMBJX vs VLMIX Comparison Chart
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PMBJX vs. VLMIX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.8B vs. VLMIX (1.92B). 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 (0.82). 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 : 7.38 vs. VLMIX (-1.52). PMBJX return over 5 years is better than : 101.69 vs. VLMIX (69.70).
| PMBJX | VLMIX | PMBJX / VLMIX | |
| Total Expense Ratio | 0.82 | 0.87 | 94% |
| Annual Report Gross Expense Ratio | 0.82 | 0.87 | 94% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 1.054 | -2.600 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 1.92B | 1,550% |
| Annual Yield % from dividends | 0.06 | 0.28 | 21% |
| Returns for 1 year | 7.38 | -1.52 | -487% |
| Returns for 3 years | 19.16 | 13.65 | 140% |
| Returns for 5 years | 101.69 | 69.70 | 146% |
| Returns for 10 years | 85.58 | N/A | - |
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| FIDI | 21.37 | -0.21 | -0.98% |
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| FLGR | 28.97 | -0.49 | -1.68% |
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