PMBMX
Price
$39.61
Change
-$1.63 (-3.95%)
Updated
Apr 3 closing price
Net Assets
29.76B
VLMIX
Price
$33.72
Change
-$1.05 (-3.02%)
Updated
Apr 3 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$39.61
Change-$1.63 (-3.95%)
VolumeN/A
Net Assets29.76B
Value Line Mid Cap Focused Institutional
Price$33.72
Change-$1.05 (-3.02%)
VolumeN/A
Net Assets1.92B
PMBMX vs VLMIX Comparison Chart
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PMBMX vs. VLMIX commentary
Apr 05, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.8B vs. VLMIX (1.92B). 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 (1.15) 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 : 6.95 vs. VLMIX (-1.52). PMBMX return over 5 years is better than : 98.31 vs. VLMIX (69.70).
PMBMXVLMIXPMBMX / VLMIX
Total Expense Ratio1.150.87132%
Annual Report Gross Expense Ratio1.150.87132%
Fund Existence24 years8 years-
Gain YTD0.955-2.600-37%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets29.8B1.92B1,550%
Annual Yield % from dividends0.020.288%
Returns for 1 year6.95-1.52-459%
Returns for 3 years17.9213.65131%
Returns for 5 years98.3169.70141%
Returns for 10 years80.21N/A-
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