PMBMX
Price
$41.59
Change
-$0.71 (-1.68%)
Updated
Feb 21 closing price
Net Assets
29.57B
VLMIX
Price
$34.33
Change
-$0.55 (-1.58%)
Updated
Feb 21 closing price
Net Assets
1.91B
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PMBMX vs VLMIX

Header iconPMBMX vs VLMIX Comparison
Open Charts PMBMX vs VLMIXBanner chart's image
Principal MidCap R3
Price$41.59
Change-$0.71 (-1.68%)
VolumeN/A
Net Assets29.57B
Value Line Mid Cap Focused Institutional
Price$34.33
Change-$0.55 (-1.58%)
VolumeN/A
Net Assets1.91B
PMBMX vs VLMIX Comparison Chart
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PMBMX vs. VLMIX commentary
Feb 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 StrongBuy and VLMIX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.6B vs. VLMIX (1.91B). VLMIX pays higher dividends than PMBMX: VLMIX (0.21) vs PMBMX (0.00). PMBMX was incepted earlier than VLMIX: PMBMX (24 years) vs VLMIX (8 years). PMBMX is a more actively managed with annual turnover of: 10.10 vs. VLMIX (1.00). 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 : 11.86 vs. VLMIX (0.21). PMBMX return over 5 years is better than : 31.77 vs. VLMIX (26.27).
PMBMXVLMIXPMBMX / VLMIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years8 years-
Gain YTD1.812-0.838-216%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets29.6B1.91B1,551%
Annual Yield % from dividends0.000.21-
Returns for 1 year11.860.215,694%
Returns for 3 years26.0623.15113%
Returns for 5 years31.7726.27121%
Returns for 10 years83.18N/A-
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