PMBJX
Price
$40.15
Change
+$0.58 (+1.47%)
Updated
Apr 24 closing price
Net Assets
28.88B
VLMIX
Price
$33.54
Change
+$0.18 (+0.54%)
Updated
Apr 24 closing price
Net Assets
1.85B
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PMBJX vs VLMIX

Header iconPMBJX vs VLMIX Comparison
Open Charts PMBJX vs VLMIXBanner chart's image
Principal MidCap J
Price$40.15
Change+$0.58 (+1.47%)
VolumeN/A
Net Assets28.88B
Value Line Mid Cap Focused Institutional
Price$33.54
Change+$0.18 (+0.54%)
VolumeN/A
Net Assets1.85B
PMBJX vs VLMIX Comparison Chart
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PMBJX vs. VLMIX commentary
Apr 25, 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: 28.9B vs. VLMIX (1.85B). 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 : 6.61 vs. VLMIX (1.54). PMBJX return over 5 years is better than : 66.71 vs. VLMIX (55.07).
PMBJXVLMIXPMBJX / VLMIX
Total Expense Ratio0.820.8794%
Annual Report Gross Expense Ratio0.820.8794%
Fund Existence24 years8 years-
Gain YTD-3.038-3.12097%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets28.9B1.85B1,564%
Annual Yield % from dividends0.060.2821%
Returns for 1 year6.611.54430%
Returns for 3 years21.2717.48122%
Returns for 5 years66.7155.07121%
Returns for 10 years79.11N/A-
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