PMBMX
Price
$43.62
Change
-$0.13 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
VLIFX
Price
$35.32
Change
+$0.21 (+0.60%)
Updated
Sep 5 closing price
Net Assets
1.91B
Interact to see
Advertisement

PMBMX vs VLIFX

Header iconPMBMX vs VLIFX Comparison
Open Charts PMBMX vs VLIFXBanner chart's image
Principal MidCap R3
Price$43.62
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets33.13B
Value Line Mid Cap Focused
Price$35.32
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets1.91B
PMBMX vs VLIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PMBMX vs. VLIFX commentary
Sep 06, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.1B vs. VLIFX (1.91B). 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 : 8.91 vs. VLIFX (-1.76). PMBMX return over 5 years is better than : 44.18 vs. VLIFX (31.41).
PMBMXVLIFXPMBMX / VLIFX
Total Expense Ratio1.141.08106%
Annual Report Gross Expense Ratio1.141.08106%
Fund Existence25 years76 years-
Gain YTD7.0992.794254%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.1B1.91B1,735%
Annual Yield % from dividends0.020.0540%
Returns for 1 year8.91-1.76-507%
Returns for 3 years44.3730.59145%
Returns for 5 years44.1831.41141%
Returns for 10 years102.22139.0474%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
YOLO3.240.08
+2.38%
AdvisorShares Pure Cannabis ETF
DDWM41.390.03
+0.07%
WisdomTree Dynamic International Eq ETF
LIAM199.35N/A
N/A
LifeX 2055 Infl-Prt Longevity Inc ETF
IUSG158.53-0.15
-0.09%
iShares Core S&P US Growth ETF
HIGH23.12-0.10
-0.43%
Simplify Enhanced Income ETF