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PMBMX vs VLMIX
PMBMX vs VLMIX Comparison
Open Charts PMBMX vs VLMIX
Value Line Mid Cap Focused Institutional
Price$34.76
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets1.95B
PMBMX vs VLMIX Comparison Chart
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PMBMX vs. VLMIX 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 VLMIX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.5B vs. VLMIX (1.95B). VLMIX pays higher dividends than PMBMX: VLMIX (0.28) vs PMBMX (0.02). PMBMX was incepted earlier than VLMIX: PMBMX (24 years) vs VLMIX (8 years). PMBMX (1.14) is less costly to investors than VLMIX (0.87). PMBMX is a more actively managed with annual turnover of: 10.50 vs. VLMIX (5.00). PMBMX has a lower initial minimum investment than VLMIX: PMBMX (0) vs VLMIX (100000). PMBMX annual gain was more profitable for investors over the last year : 7.41 vs. VLMIX (1.29). PMBMX return over 5 years is better than : 59.03 vs. VLMIX (47.39).
| PMBMX | VLMIX | PMBMX / VLMIX | |
| Total Expense Ratio | 1.14 | 0.87 | 131% |
| Annual Report Gross Expense Ratio | 1.14 | 0.87 | 131% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 1.738 | 0.404 | 430% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5B | 1.95B | 1,561% |
| Annual Yield % from dividends | 0.02 | 0.28 | 8% |
| Returns for 1 year | 7.41 | 1.29 | 576% |
| Returns for 3 years | 39.07 | 30.74 | 127% |
| Returns for 5 years | 59.03 | 47.39 | 125% |
| Returns for 10 years | 80.97 | N/A | - |
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