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PMBMX vs VLIFX
PMBMX vs VLIFX Comparison
Open Charts PMBMX vs VLIFX
Value Line Mid Cap Focused
Price$34.47
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets1.95B
PMBMX vs VLIFX Comparison Chart
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PMBMX vs. VLIFX commentary
May 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 Hold and VLIFX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.5B vs. VLIFX (1.95B). VLIFX pays higher dividends than PMBMX: VLIFX (0.06) vs PMBMX (0.02). PMBMX was incepted earlier than VLIFX: PMBMX (24 years) vs VLIFX (75 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 : 7.41 vs. VLIFX (1.05). PMBMX return over 5 years is better than : 59.03 vs. VLIFX (45.41).
| PMBMX | VLIFX | PMBMX / VLIFX | |
| Total Expense Ratio | 1.14 | 1.08 | 106% |
| Annual Report Gross Expense Ratio | 1.14 | 1.08 | 106% |
| Fund Existence | 24 years | 75 years | - |
| Gain YTD | 1.738 | 0.320 | 543% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5B | 1.95B | 1,561% |
| Annual Yield % from dividends | 0.02 | 0.06 | 41% |
| Returns for 1 year | 7.41 | 1.05 | 707% |
| Returns for 3 years | 39.07 | 29.79 | 131% |
| Returns for 5 years | 59.03 | 45.41 | 130% |
| Returns for 10 years | 80.97 | 128.21 | 63% |
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