PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
VLMIX
Price
$36.14
Change
+$0.31 (+0.87%)
Updated
Jul 3 closing price
Net Assets
2.02B
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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+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
Value Line Mid Cap Focused Institutional
Price$36.14
Change+$0.31 (+0.87%)
VolumeN/A
Net Assets2.02B
PMBJX vs VLMIX Comparison Chart in %
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PMBJX vs. VLMIX commentary
Jul 06, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. VLMIX (2.02B). 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 : 15.26 vs. VLMIX (5.92). PMBJX return over 5 years is better than : 58.39 vs. VLMIX (46.14).
PMBJXVLMIXPMBJX / VLMIX
Total Expense Ratio0.780.8790%
Annual Report Gross Expense Ratio0.780.8790%
Fund Existence24 years8 years-
Gain YTD7.0574.391161%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B2.02B1,600%
Annual Yield % from dividends0.060.2721%
Returns for 1 year15.265.92258%
Returns for 3 years51.7937.36139%
Returns for 5 years58.3946.14127%
Returns for 10 years100.46N/A-
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