PMBMX
Price
$41.59
Change
-$0.71 (-1.68%)
Updated
Feb 21 closing price
Net Assets
29.57B
VLIFX
Price
$34.06
Change
-$0.55 (-1.59%)
Updated
Feb 21 closing price
Net Assets
1.91B
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PMBMX vs VLIFX

Header iconPMBMX vs VLIFX Comparison
Open Charts PMBMX vs VLIFXBanner chart's image
Principal MidCap R3
Price$41.59
Change-$0.71 (-1.68%)
VolumeN/A
Net Assets29.57B
Value Line Mid Cap Focused
Price$34.06
Change-$0.55 (-1.59%)
VolumeN/A
Net Assets1.91B
PMBMX vs VLIFX Comparison Chart
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PMBMX vs. VLIFX commentary
Feb 23, 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 StrongBuy and VLIFX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.6B vs. VLIFX (1.91B). VLIFX pays higher dividends than PMBMX: VLIFX (0.03) vs PMBMX (0.00). PMBMX was incepted earlier than VLIFX: PMBMX (24 years) vs VLIFX (75 years). PMBMX is a more actively managed with annual turnover of: 10.10 vs. VLIFX (1.00). 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 : 11.86 vs. VLIFX (-0.04). PMBMX return over 5 years is better than : 31.77 vs. VLIFX (24.60).
PMBMXVLIFXPMBMX / VLIFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years75 years-
Gain YTD1.812-0.873-207%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets29.6B1.91B1,551%
Annual Yield % from dividends0.000.03-
Returns for 1 year11.86-0.04-33,012%
Returns for 3 years26.0622.23117%
Returns for 5 years31.7724.60129%
Returns for 10 years83.18126.3966%
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