PMBMX
Price
$43.62
Change
-$0.13 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
VLMIX
Price
$35.43
Change
+$0.26 (+0.74%)
Updated
Sep 4 closing price
Net Assets
1.92B
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PMBMX vs VLMIX

Header iconPMBMX vs VLMIX Comparison
Open Charts PMBMX vs VLMIXBanner chart's image
Principal MidCap R3
Price$43.62
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets33.05B
Value Line Mid Cap Focused Institutional
Price$35.43
Change+$0.26 (+0.74%)
VolumeN/A
Net Assets1.92B
PMBMX vs VLMIX Comparison Chart in %
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PMBMX vs. VLMIX commentary
Sep 08, 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 VLMIX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33B vs. VLMIX (1.92B). VLMIX pays higher dividends than PMBMX: VLMIX (0.27) vs PMBMX (0.02). PMBMX was incepted earlier than VLMIX: PMBMX (25 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 : 8.59 vs. VLMIX (-1.53). PMBMX return over 5 years is better than : 43.76 vs. VLMIX (33.16).
PMBMXVLMIXPMBMX / VLMIX
Total Expense Ratio1.140.87131%
Annual Report Gross Expense Ratio1.140.87131%
Fund Existence25 years8 years-
Gain YTD6.7812.946230%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets33B1.92B1,721%
Annual Yield % from dividends0.020.278%
Returns for 1 year8.59-1.53-561%
Returns for 3 years43.9531.55139%
Returns for 5 years43.7633.16132%
Returns for 10 years101.62N/A-
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