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PMBMX vs VLIFX
PMBMX vs VLIFX Comparison
Open Charts PMBMX vs VLIFX
Value Line Mid Cap Focused
Price$33.27
Change+$0.18 (+0.54%)
VolumeN/A
Net Assets1.85B
PMBMX vs VLIFX Comparison Chart
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PMBMX vs. VLIFX 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 PMBMX is a Buy and VLIFX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 28.9B vs. VLIFX (1.85B). VLIFX pays higher dividends than PMBMX: VLIFX (0.05) vs PMBMX (0.02). PMBMX was incepted earlier than VLIFX: PMBMX (24 years) vs VLIFX (75 years). PMBMX (1.15) is less costly to investors than VLIFX (1.08). PMBMX is a more actively managed with annual turnover of: 10.50 vs. VLIFX (5.00). PMBMX has a lower initial minimum investment than VLIFX: PMBMX (0) vs VLIFX (1000). PMBMX annual gain was more profitable for investors over the last year : 6.20 vs. VLIFX (1.33). PMBMX return over 5 years is better than : 63.91 vs. VLIFX (53.03).
| PMBMX | VLIFX | PMBMX / VLIFX | |
| Total Expense Ratio | 1.15 | 1.08 | 106% |
| Annual Report Gross Expense Ratio | 1.15 | 1.08 | 106% |
| Fund Existence | 24 years | 75 years | - |
| Gain YTD | -3.158 | -3.172 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.9B | 1.85B | 1,564% |
| Annual Yield % from dividends | 0.02 | 0.05 | 41% |
| Returns for 1 year | 6.20 | 1.33 | 465% |
| Returns for 3 years | 19.98 | 16.64 | 120% |
| Returns for 5 years | 63.91 | 53.03 | 121% |
| Returns for 10 years | 73.93 | 121.14 | 61% |
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