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PMBMX vs VLIFX
PMBMX vs VLIFX Comparison
Open Charts PMBMX vs VLIFX
Value Line Mid Cap Focused
Price$33.45
Change-$1.05 (-3.04%)
VolumeN/A
Net Assets1.92B
PMBMX vs VLIFX Comparison Chart
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PMBMX vs. VLIFX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.8B vs. VLIFX (1.92B). 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 : 6.95 vs. VLIFX (-1.74). PMBMX return over 5 years is better than : 98.31 vs. VLIFX (67.45).
| 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 | 0.955 | -2.648 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 1.92B | 1,550% |
| Annual Yield % from dividends | 0.02 | 0.05 | 41% |
| Returns for 1 year | 6.95 | -1.74 | -399% |
| Returns for 3 years | 17.92 | 12.81 | 140% |
| Returns for 5 years | 98.31 | 67.45 | 146% |
| Returns for 10 years | 80.21 | 121.31 | 66% |
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