PMBMX
Price
$42.65
Change
-$0.32 (-0.74%)
Updated
Sep 25 closing price
Net Assets
33B
VLIFX
Price
$34.83
Change
-$0.31 (-0.88%)
Updated
Sep 25 closing price
Net Assets
1.88B
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PMBMX vs VLIFX

Header iconPMBMX vs VLIFX Comparison
Open Charts PMBMX vs VLIFXBanner chart's image
Principal MidCap R3
Price$42.65
Change-$0.32 (-0.74%)
VolumeN/A
Net Assets33B
Value Line Mid Cap Focused
Price$34.83
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets1.88B
PMBMX vs VLIFX Comparison Chart in %
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PMBMX vs. VLIFX commentary
Sep 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33B vs. VLIFX (1.88B). 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 : 2.92 vs. VLIFX (-5.56). PMBMX return over 5 years is better than : 45.10 vs. VLIFX (32.34).
PMBMXVLIFXPMBMX / VLIFX
Total Expense Ratio1.141.08106%
Annual Report Gross Expense Ratio1.141.08106%
Fund Existence25 years76 years-
Gain YTD5.1901.368379%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets33B1.88B1,753%
Annual Yield % from dividends0.020.0540%
Returns for 1 year2.92-5.56-53%
Returns for 3 years53.6637.34144%
Returns for 5 years45.1032.34139%
Returns for 10 years111.20147.5975%
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