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PMBMX vs VLIFX
PMBMX vs VLIFX Comparison
Open Charts PMBMX vs VLIFX
Value Line Mid Cap Focused
Price$34.99
Change-$0.21 (-0.60%)
VolumeN/A
Net Assets1.94B
PMBMX vs VLIFX Comparison Chart in %
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PMBMX vs. VLIFX commentary
Aug 16, 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: 32.6B vs. VLIFX (1.94B). VLIFX pays higher dividends than PMBMX: VLIFX (0.05) vs PMBMX (0.02). PMBMX was incepted earlier than VLIFX: PMBMX (25 years) vs VLIFX (76 years). PMBMX (1.14) 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 : 8.88 vs. VLIFX (-2.67). PMBMX return over 5 years is better than : 42.05 vs. VLIFX (28.61).
| PMBMX | VLIFX | PMBMX / VLIFX | |
| Total Expense Ratio | 1.14 | 1.08 | 106% |
| Annual Report Gross Expense Ratio | 1.14 | 1.08 | 106% |
| Fund Existence | 25 years | 76 years | - |
| Gain YTD | 5.900 | 1.834 | 322% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.6B | 1.94B | 1,679% |
| Annual Yield % from dividends | 0.02 | 0.05 | 40% |
| Returns for 1 year | 8.88 | -2.67 | -332% |
| Returns for 3 years | 29.24 | 18.76 | 156% |
| Returns for 5 years | 42.05 | 28.61 | 147% |
| Returns for 10 years | 87.88 | 124.97 | 70% |
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